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 | $106,485 | $86,929+22.5% | $102,423+4.0% | $80,856+31.7% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 11.37% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,815 | $2,369-23.4% | $3,023-40.0% | $2,755-34.1% |
| Participant deferral / active EE | $4,073 | $4,118-1.1% | $5,053-19.4% | $4,296-5.2% |
| Admin fee / account holder | $4,687 | $8,049-41.8% | $9,451-50.4% | $6,918-32.3% |