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 | $76,432 | $74,927+2.0% | $101,794-24.9% | $84,808-9.9% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.2%+3.5pp | 68.3%+4.4pp |
| Annual return | 15.41% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $709 | $1,522-53.4% | $2,289-69.0% | $2,631-73.0% |
| Participant deferral / active EE | $1,844 | $3,099-40.5% | $4,084-54.8% | $4,212-56.2% |
| Admin fee / account holder | $842 | $6,514-87.1% | $8,777-90.4% | $7,344-88.5% |