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 | $70,178 | $80,673-13.0% | $101,326-30.7% | $84,808-17.3% |
| Participation rate | 74.3% | 77.8%-3.5pp | 81.5%-7.2pp | 68.3%+6.0pp |
| Annual return | 15.70% | 38.95%-23.3pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,949 | $2,698+120.5% | $3,665+62.3% | $2,631+126.1% |
| Participant deferral / active EE | $12,338 | $6,840+80.4% | $7,994+54.3% | $4,212+192.9% |
| Admin fee / account holder | $9,782 | $12,784-23.5% | $11,185-12.5% | $7,344+33.2% |