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 | $57,381 | $108,825-47.3% | $156,181-63.3% | $82,448-30.4% |
| Participation rate | 89.9% | 72.4%+17.5pp | 78.8%+11.1pp | 68.1%+21.8pp |
| Annual return | 29.27% | 20.59%+8.7pp | 64.87%-35.6pp | 41.64%-12.4pp |
| Employer contribution / active EE | $1,935 | $2,870-32.6% | $4,294-54.9% | $2,551-24.1% |
| Participant deferral / active EE | $3,736 | $4,577-18.4% | $6,132-39.1% | $4,139-9.7% |
| Admin fee / account holder | $2,058 | $9,341-78.0% | $14,586-85.9% | $7,234-71.6% |