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 | $57,984 | $87,013-33.4% | $106,213-45.4% | $80,856-28.3% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.6%+17.5pp |
| Annual return | 25.35% | 17.05%+8.3pp | 116.14%-90.8pp | 35.59%-10.2pp |
| Employer contribution / active EE | $4,902 | $2,395+104.6% | $3,171+54.6% | $2,755+77.9% |
| Participant deferral / active EE | $3,981 | $3,986-0.1% | $5,016-20.6% | $4,296-7.3% |
| Admin fee / account holder | $1,495 | $8,431-82.3% | $11,033-86.4% | $6,918-78.4% |