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 | $85,098 | $67,606+25.9% | $82,313+3.4% | $70,131+21.3% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 17.26% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $465 | $1,755-73.5% | $2,428-80.8% | $2,342-80.1% |
| Participant deferral / active EE | $1,648 | $2,987-44.8% | $3,706-55.5% | $3,332-50.5% |
| Admin fee / account holder | $3,057 | $4,512-32.2% | $5,608-45.5% | $4,645-34.2% |