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 | $63,893 | $109,359-41.6% | $162,163-60.6% | $72,985-12.5% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.6%+3.6pp | 69.5%+21.7pp |
| Annual return | 34.81% | 25.46%+9.4pp | 115.59%-80.8pp | 81.00%-46.2pp |
| Employer contribution / active EE | $3,148 | $3,907-19.4% | $5,614-43.9% | $2,440+29.0% |
| Participant deferral / active EE | $9,968 | $5,481+81.9% | $7,298+36.6% | $3,607+176.3% |
| Admin fee / account holder | $14,562 | $7,972+82.7% | $10,843+34.3% | $5,124+184.2% |