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 | $61,241 | $77,899-21.4% | $149,673-59.1% | $75,163-18.5% |
| Participation rate | 76.3% | 65.6%+10.7pp | 78.8%-2.5pp | 67.2%+9.1pp |
| Annual return | 18.41% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,883 | $3,137-40.0% | $4,818-60.9% | $2,670-29.5% |
| Participant deferral / active EE | $3,370 | $3,411-1.2% | $5,680-40.7% | $4,125-18.3% |
| Admin fee / account holder | $1,229 | $5,956-79.4% | $13,210-90.7% | $5,651-78.3% |