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 | $76,208 | $72,277+5.4% | $101,248-24.7% | $79,858-4.6% |
| Participation rate | 71.8% | 68.5%+3.3pp | 75.8%-4.0pp | 69.6%+2.2pp |
| Annual return | 20.75% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,558 | $2,692-42.1% | $3,660-57.4% | $2,471-37.0% |
| Participant deferral / active EE | $3,365 | $3,282+2.5% | $4,370-23.0% | $3,740-10.0% |
| Admin fee / account holder | $4,032 | $4,400-8.4% | $5,945-32.2% | $5,306-24.0% |