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 | $79,089 | $76,367+3.6% | $93,606-15.5% | $72,985+8.4% |
| Participation rate | 85.6% | 71.7%+13.8pp | 75.8%+9.7pp | 69.5%+16.1pp |
| Annual return | 25.38% | 25.82%-0.4pp | 32.76%-7.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,049 | $2,275-53.9% | $2,718-61.4% | $2,440-57.0% |
| Participant deferral / active EE | $3,136 | $3,538-11.4% | $4,069-22.9% | $3,607-13.1% |
| Admin fee / account holder | $5,179 | $6,838-24.3% | $7,888-34.3% | $5,124+1.1% |