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 | $64,278 | $67,606-4.9% | $82,313-21.9% | $70,131-8.3% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.6pp |
| Annual return | 16.96% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,242 | $1,755+27.7% | $2,428-7.7% | $2,342-4.3% |
| Participant deferral / active EE | $4,483 | $2,987+50.1% | $3,706+21.0% | $3,332+34.6% |
| Admin fee / account holder | $701 | $4,512-84.5% | $5,608-87.5% | $4,645-84.9% |