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 | $45,990 | $72,277-36.4% | $101,248-54.6% | $79,858-42.4% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 22.99% | 22.30%+0.7pp | 46.47%-23.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $2,498 | $2,692-7.2% | $3,660-31.7% | $2,471+1.1% |
| Participant deferral / active EE | $4,964 | $3,282+51.3% | $4,370+13.6% | $3,740+32.7% |
| Admin fee / account holder | $1,010 | $4,400-77.1% | $5,945-83.0% | $5,306-81.0% |