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 | $67,740 | $86,929-22.1% | $102,423-33.9% | $80,856-16.2% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.7pp |
| Annual return | 17.16% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,448 | $2,369+45.5% | $3,023+14.0% | $2,755+25.2% |
| Participant deferral / active EE | $6,641 | $4,118+61.2% | $5,053+31.4% | $4,296+54.6% |
| Admin fee / account holder | $1,942 | $8,049-75.9% | $9,451-79.4% | $6,918-71.9% |