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 | $57,069 | $58,828-3.0% | $77,999-26.8% | $62,891-9.3% |
| Participation rate | 75.5% | 71.1%+4.5pp | 75.5%0pp | 69.3%+6.2pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,034 | $1,672+21.7% | $2,470-17.6% | $2,281-10.8% |
| Participant deferral / active EE | $4,099 | $2,686+52.6% | $3,497+17.2% | $3,203+28.0% |
| Admin fee / account holder | $413 | $4,393-90.6% | $5,480-92.5% | $4,296-90.4% |