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 | $69,279 | $88,042-21.3% | $138,135-49.8% | $79,858-13.2% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.7%+7.0pp | 69.6%+16.1pp |
| Annual return | 18.98% | 20.58%-1.6pp | 20.51%-1.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,264 | $3,103-27.0% | $5,587-59.5% | $2,471-8.4% |
| Participant deferral / active EE | $3,983 | $4,704-15.3% | $6,431-38.1% | $3,740+6.5% |
| Admin fee / account holder | $2,578 | $7,791-66.9% | $11,856-78.3% | $5,306-51.4% |