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 | $72,854 | $64,121+13.6% | $78,805-7.6% | $116,875-37.7% |
| Participation rate | 74.0% | 71.0%+3.0pp | 73.6%+0.4pp | 74.5%-0.6pp |
| Annual return | 19.89% | 16.32%+3.6pp | -2.71%+22.6pp | 16.29%+3.6pp |
| Employer contribution / active EE | $985 | $2,257-56.4% | $4,059-75.7% | $3,288-70.0% |
| Participant deferral / active EE | $4,113 | $2,757+49.2% | $3,584+14.8% | $3,885+5.9% |
| Admin fee / account holder | $787 | $5,745-86.3% | $5,677-86.1% | $12,263-93.6% |