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 | $69,347 | $87,013-20.3% | $106,213-34.7% | $80,856-14.2% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.6%+26.1pp |
| Annual return | 17.92% | 17.05%+0.9pp | 116.14%-98.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $724 | $2,395-69.8% | $3,171-77.2% | $2,755-73.7% |
| Participant deferral / active EE | $4,239 | $3,986+6.4% | $5,016-15.5% | $4,296-1.3% |
| Admin fee / account holder | $2,715 | $8,431-67.8% | $11,033-75.4% | $6,918-60.8% |