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 | $56,106 | $80,968-30.7% | $96,544-41.9% | $75,163-25.4% |
| Participation rate | 74.6% | 71.8%+2.8pp | 76.0%-1.4pp | 67.2%+7.4pp |
| Annual return | 27.00% | 27.06%-0.1pp | 25.84%+1.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $1,949 | $2,282-14.6% | $2,965-34.3% | $2,670-27.0% |
| Participant deferral / active EE | $3,919 | $3,928-0.2% | $4,851-19.2% | $4,125-5.0% |
| Admin fee / account holder | $9,396 | $6,724+39.7% | $8,252+13.9% | $5,651+66.3% |