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 | $64,679 | $127,065-49.1% | $113,168-42.8% | $142,382-54.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 17.51% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,359 | $3,442-31.5% | $2,975-20.7% | $4,299-45.1% |
| Participant deferral / active EE | $4,475 | $5,716-21.7% | $5,107-12.4% | $6,507-31.2% |
| Admin fee / account holder | $4,260 | $15,736-72.9% | $12,068-64.7% | $12,624-66.3% |