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 | $84,741 | $87,013-2.6% | $106,213-20.2% | $80,856+4.8% |
| Participation rate | 96.5% | 70.4%+26.1pp | 75.3%+21.2pp | 67.6%+28.9pp |
| Annual return | 15.93% | 17.05%-1.1pp | 116.14%-100.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,866 | $2,395-22.1% | $3,171-41.2% | $2,755-32.3% |
| Participant deferral / active EE | $3,754 | $3,986-5.8% | $5,016-25.2% | $4,296-12.6% |
| Admin fee / account holder | $4,494 | $8,431-46.7% | $11,033-59.3% | $6,918-35.0% |