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 | $35,020 | $110,257-68.2% | $96,544-63.7% | $139,434-74.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 22.54% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,140 | $3,620-40.9% | $2,965-27.8% | $4,751-55.0% |
| Participant deferral / active EE | $5,497 | $5,548-0.9% | $4,851+13.3% | $6,710-18.1% |
| Admin fee / account holder | $7,449 | $11,591-35.7% | $8,252-9.7% | $11,403-34.7% |