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 | $60,976 | $88,672-31.2% | $105,223-42.1% | $82,448-26.0% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 16.44% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,416 | $3,048-53.5% | $3,689-61.6% | $2,551-44.5% |
| Participant deferral / active EE | $4,480 | $4,036+11.0% | $5,072-11.7% | $4,139+8.2% |
| Admin fee / account holder | $2,752 | $7,146-61.5% | $8,859-68.9% | $7,234-62.0% |