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 | $60,546 | $71,516-15.3% | $98,439-38.5% | $71,457-15.3% |
| Participation rate | 87.8% | 72.7%+15.1pp | 75.2%+12.6pp | 67.9%+19.9pp |
| Annual return | 25.69% | 32.41%-6.7pp | 21.16%+4.5pp | 28.85%-3.2pp |
| Employer contribution / active EE | $1,807 | $2,399-24.7% | $3,048-40.7% | $2,588-30.2% |
| Participant deferral / active EE | $4,968 | $4,109+20.9% | $4,738+4.9% | $4,289+15.8% |
| Admin fee / account holder | $3,888 | $1,675+132.2% | $8,948-56.5% | $1,587+144.9% |