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 | $78,520-10.6% | $96,576-27.3% | $82,448-14.9% |
| Participation rate | 74.3% | 77.7%-3.4pp | 81.4%-7.2pp | 68.1%+6.2pp |
| Annual return | 15.70% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,949 | $2,630+126.2% | $3,553+67.4% | $2,551+133.2% |
| Participant deferral / active EE | $12,338 | $6,754+82.7% | $7,956+55.1% | $4,139+198.1% |
| Admin fee / account holder | $9,782 | $13,455-27.3% | $11,381-14.0% | $7,234+35.2% |