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 | $62,552 | $106,749-41.4% | $145,433-57.0% | $82,448-24.1% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 19.10% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,148 | $3,444-8.6% | $4,554-30.9% | $2,551+23.4% |
| Participant deferral / active EE | $4,994 | $6,519-23.4% | $7,897-36.8% | $4,139+20.6% |
| Admin fee / account holder | $2,271 | $8,390-72.9% | $13,129-82.7% | $7,234-68.6% |