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 | $57,293 | $58,851-2.6% | $115,157-50.2% | $72,985-21.5% |
| Participation rate | 88.5% | 65.5%+22.9pp | 75.9%+12.6pp | 69.5%+19.0pp |
| Annual return | 17.01% | 23.16%-6.1pp | 35.60%-18.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $862 | $1,798-52.1% | $3,179-72.9% | $2,440-64.7% |
| Participant deferral / active EE | $2,382 | $2,643-9.9% | $4,168-42.9% | $3,607-34.0% |
| Admin fee / account holder | $1,295 | $6,370-79.7% | $7,088-81.7% | $5,124-74.7% |