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 | $56,205 | $80,968-30.6% | $96,544-41.8% | $75,163-25.2% |
| Participation rate | 73.7% | 71.8%+1.9pp | 76.0%-2.3pp | 67.2%+6.5pp |
| Annual return | 16.33% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,498 | $2,282-34.4% | $2,965-49.5% | $2,670-43.9% |
| Participant deferral / active EE | $3,138 | $3,928-20.1% | $4,851-35.3% | $4,125-23.9% |
| Admin fee / account holder | $1,023 | $6,724-84.8% | $8,252-87.6% | $5,651-81.9% |