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 | $108,074 | $89,753+20.4% | $107,525+0.5% | $84,808+27.4% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 28.05% | 29.48%-1.4pp | 181.32%-153.3pp | 40.90%-12.8pp |
| Employer contribution / active EE | $1,692 | $3,113-45.7% | $3,754-54.9% | $2,631-35.7% |
| Participant deferral / active EE | $3,424 | $4,056-15.6% | $5,116-33.1% | $4,212-18.7% |
| Admin fee / account holder | $2,406 | $7,222-66.7% | $8,919-73.0% | $7,344-67.2% |