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 | $110,010 | $123,793-11.1% | $177,821-38.1% | $79,858+37.8% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 21.37% | 22.82%-1.5pp | 48.32%-27.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,732 | $4,095-33.3% | $5,918-53.8% | $2,471+10.6% |
| Participant deferral / active EE | $4,805 | $5,956-19.3% | $7,714-37.7% | $3,740+28.5% |
| Admin fee / account holder | $5,652 | $7,243-22.0% | $12,427-54.5% | $5,306+6.5% |