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 | $60,512 | $81,460-25.7% | $103,333-41.4% | $80,856-25.2% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 25.32% | 25.55%-0.2pp | 24.88%+0.4pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,151 | $3,105-30.7% | $3,868-44.4% | $2,755-21.9% |
| Participant deferral / active EE | $3,469 | $3,869-10.3% | $5,057-31.4% | $4,296-19.3% |
| Admin fee / account holder | $509 | $6,566-92.2% | $8,355-93.9% | $6,918-92.6% |