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 | $78,333 | $83,477-6.2% | $125,175-37.4% | $72,985+7.3% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.5%+7.8pp |
| Annual return | 24.51% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $838 | $2,345-64.3% | $3,865-78.3% | $2,440-65.6% |
| Participant deferral / active EE | $3,747 | $3,585+4.5% | $4,937-24.1% | $3,607+3.9% |
| Admin fee / account holder | $18,269 | $5,517+231.1% | $9,702+88.3% | $5,124+256.5% |