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 | $60,461 | $87,013-30.5% | $106,213-43.1% | $80,856-25.2% |
| Participation rate | 90.7% | 70.4%+20.3pp | 75.3%+15.4pp | 67.6%+23.1pp |
| Annual return | 14.21% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,874 | $2,395-21.7% | $3,171-40.9% | $2,755-32.0% |
| Participant deferral / active EE | $5,657 | $3,986+41.9% | $5,016+12.8% | $4,296+31.7% |
| Admin fee / account holder | $9,729 | $8,431+15.4% | $11,033-11.8% | $6,918+40.6% |