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 | $100,808 | $64,348+56.7% | $90,160+11.8% | $70,131+43.7% |
| Participation rate | 76.9% | 70.4%+6.5pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 15.06% | 28.13%-13.1pp | 34.88%-19.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,054 | $2,046-48.5% | $3,318-68.2% | $2,342-55.0% |
| Participant deferral / active EE | $2,523 | $4,389-42.5% | $5,288-52.3% | $3,332-24.3% |
| Admin fee / account holder | $3,023 | $3,944-23.4% | $5,943-49.1% | $4,645-34.9% |