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 | $66,117 | $109,359-39.5% | $162,163-59.2% | $72,985-9.4% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.6%-2.3pp | 69.5%+15.8pp |
| Annual return | 20.15% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,700 | $3,907-56.5% | $5,614-69.7% | $2,440-30.3% |
| Participant deferral / active EE | $2,938 | $5,481-46.4% | $7,298-59.7% | $3,607-18.5% |
| Admin fee / account holder | $1,016 | $7,972-87.3% | $10,843-90.6% | $5,124-80.2% |