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 | $57,097 | $76,367-25.2% | $93,606-39.0% | $72,985-21.8% |
| Participation rate | 91.1% | 71.7%+19.4pp | 75.8%+15.3pp | 69.5%+21.6pp |
| Annual return | 22.56% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,017 | $2,275-55.3% | $2,718-62.6% | $2,440-58.3% |
| Participant deferral / active EE | $2,863 | $3,538-19.1% | $4,069-29.6% | $3,607-20.6% |
| Admin fee / account holder | $5,249 | $6,838-23.2% | $7,888-33.5% | $5,124+2.4% |