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 | $34,568 | $94,625-63.5% | $116,228-70.3% | $84,808-59.2% |
| Participation rate | 74.3% | 70.4%+3.8pp | 74.6%-0.3pp | 68.3%+6.0pp |
| Annual return | 17.66% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,019 | $2,347-14.0% | $2,994-32.6% | $2,631-23.3% |
| Participant deferral / active EE | $3,302 | $3,972-16.9% | $4,953-33.3% | $4,212-21.6% |
| Admin fee / account holder | $6,599 | $10,091-34.6% | $11,989-45.0% | $7,344-10.1% |