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 | $65,123 | $138,347-52.9% | $184,203-64.6% | $80,856-19.5% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 12.89% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,055 | $4,850-57.6% | $6,427-68.0% | $2,755-25.4% |
| Participant deferral / active EE | $6,635 | $7,071-6.2% | $9,131-27.3% | $4,296+54.5% |
| Admin fee / account holder | $10,678 | $10,483+1.9% | $13,901-23.2% | $6,918+54.4% |