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 | $25,239 | $99,341-74.6% | $84,750-70.2% | $273,961-90.8% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 16.22% | 22.93%-6.7pp | 22.78%-6.6pp | 41.45%-25.2pp |
| Employer contribution / active EE | $1,035 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $1,149 | $4,269-73.1% | $3,712-69.0% | $5,287-78.3% |
| Admin fee / account holder | $2,927 | $6,644-55.9% | $5,332-45.1% | $10,132-71.1% |