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 | $73,060 | $76,367-4.3% | $93,606-21.9% | $72,985+0.1% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 24.83% | 25.82%-1.0pp | 32.76%-7.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,172 | $2,275-48.5% | $2,718-56.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,360 | $3,538-33.3% | $4,069-42.0% | $3,607-34.6% |
| Admin fee / account holder | $471 | $6,838-93.1% | $7,888-94.0% | $5,124-90.8% |