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 | $69,090 | $86,929-20.5% | $102,423-32.5% | $80,856-14.6% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 10.63% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,801 | $2,369-24.0% | $3,023-40.4% | $2,755-34.6% |
| Participant deferral / active EE | $3,397 | $4,118-17.5% | $5,053-32.8% | $4,296-20.9% |
| Admin fee / account holder | $6,094 | $8,049-24.3% | $9,451-35.5% | $6,918-11.9% |