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 | $59,712 | $84,233-29.1% | $170,442-65.0% | $70,131-14.9% |
| Participation rate | 91.2% | 70.8%+20.3pp | 83.6%+7.6pp | 69.5%+21.6pp |
| Annual return | 17.40% | 23.06%-5.7pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,464 | $3,387-56.8% | $5,433-73.0% | $2,342-37.5% |
| Participant deferral / active EE | $2,962 | $3,086-4.0% | $4,939-40.0% | $3,332-11.1% |
| Admin fee / account holder | $6,046 | $5,698+6.1% | $13,880-56.4% | $4,645+30.2% |