See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,731 | $92,985-29.3% | $153,485-57.2% | $80,856-18.7% |
| Participation rate | 76.5% | 69.0%+7.5pp | 77.1%-0.6pp | 67.6%+8.8pp |
| Annual return | 11.06% | 19.95%-8.9pp | 15.65%-4.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,115 | $3,507-11.2% | $5,039-38.2% | $2,755+13.1% |
| Participant deferral / active EE | $3,851 | $5,178-25.6% | $6,757-43.0% | $4,296-10.4% |
| Admin fee / account holder | $18,728 | $8,880+110.9% | $12,724+47.2% | $6,918+170.7% |