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 | $62,208 | $87,037-28.5% | $106,201-41.4% | $80,874-23.1% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.3%+20.5pp | 67.6%+28.1pp |
| Annual return | 15.54% | 17.05%-1.5pp | 116.26%-100.7pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,620 | $2,396+9.3% | $3,170-17.3% | $2,756-4.9% |
| Participant deferral / active EE | $4,000 | $3,986+0.3% | $5,012-20.2% | $4,297-6.9% |
| Admin fee / account holder | $6,651 | $8,434-21.1% | $11,039-39.8% | $6,935-4.1% |