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 | $77,766 | $123,793-37.2% | $177,821-56.3% | $79,858-2.6% |
| Participation rate | 79.2% | 84.7%-5.4pp | 87.7%-8.5pp | 69.6%+9.6pp |
| Annual return | 16.79% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,646 | $4,095-59.8% | $5,918-72.2% | $2,471-33.4% |
| Participant deferral / active EE | $3,876 | $5,956-34.9% | $7,714-49.8% | $3,740+3.6% |
| Admin fee / account holder | $7,561 | $7,243+4.4% | $12,427-39.2% | $5,306+42.5% |