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 | $51,237 | $86,929-41.1% | $102,423-50.0% | $80,856-36.6% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 19.14% | 18.88%+0.3pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,631 | $2,369+11.0% | $3,023-13.0% | $2,755-4.5% |
| Participant deferral / active EE | $2,790 | $4,118-32.3% | $5,053-44.8% | $4,296-35.1% |
| Admin fee / account holder | $17,315 | $8,049+115.1% | $9,451+83.2% | $6,918+150.3% |