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 | $74,559 | $63,355+17.7% | $91,989-18.9% | $72,985+2.2% |
| Participation rate | 80.8% | 72.5%+8.3pp | 78.6%+2.1pp | 69.5%+11.3pp |
| Annual return | 25.47% | 35.35%-9.9pp | 69.02%-43.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,831 | $2,116-13.4% | $3,452-46.9% | $2,440-24.9% |
| Participant deferral / active EE | $3,641 | $4,883-25.4% | $5,923-38.5% | $3,607+0.9% |
| Admin fee / account holder | $2,164 | $4,668-53.6% | $7,743-72.1% | $5,124-57.8% |