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 | $64,411 | $80,717-20.2% | $154,803-58.4% | $84,808-24.1% |
| Participation rate | 70.5% | 66.8%+3.6pp | 78.1%-7.6pp | 68.3%+2.1pp |
| Annual return | 16.11% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,303 | $2,761-52.8% | $4,305-69.7% | $2,631-50.5% |
| Participant deferral / active EE | $2,388 | $3,303-27.7% | $5,540-56.9% | $4,212-43.3% |
| Admin fee / account holder | $2,725 | $6,746-59.6% | $14,329-81.0% | $7,344-62.9% |