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 | $56,142 | $72,012-22.0% | $185,823-69.8% | $79,858-29.7% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 29.88% | 23.12%+6.8pp | 35.95%-6.1pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,063 | $1,965+5.0% | $4,087-49.5% | $2,471-16.5% |
| Participant deferral / active EE | $3,593 | $3,779-4.9% | $5,632-36.2% | $3,740-3.9% |
| Admin fee / account holder | $31,197 | $4,513+591.4% | $9,500+228.4% | $5,306+487.9% |