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 | $111,167 | $86,929+27.9% | $102,423+8.5% | $80,856+37.5% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.7pp | 67.6%+8.1pp |
| Annual return | 16.60% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,742 | $4,118-33.4% | $5,053-45.7% | $4,296-36.2% |
| Admin fee / account holder | $2,284 | $8,049-71.6% | $9,451-75.8% | $6,918-67.0% |