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 | $57,550 | $72,492-20.6% | $87,100-33.9% | $72,985-21.1% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.9%+1.3pp | 69.5%+8.7pp |
| Annual return | 28.66% | 24.46%+4.2pp | 28.19%+0.5pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,104 | $1,894-41.7% | $2,521-56.2% | $2,440-54.7% |
| Participant deferral / active EE | $4,958 | $3,270+51.6% | $4,049+22.5% | $3,607+37.4% |
| Admin fee / account holder | $2,045 | $5,055-59.5% | $7,497-72.7% | $5,124-60.1% |