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 | $69,377 | $89,753-22.7% | $107,525-35.5% | $84,808-18.2% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 14.17% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,502 | $3,113-51.8% | $3,754-60.0% | $2,631-42.9% |
| Participant deferral / active EE | $4,302 | $4,056+6.0% | $5,116-15.9% | $4,212+2.1% |
| Admin fee / account holder | $1,613 | $7,222-77.7% | $8,919-81.9% | $7,344-78.0% |