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 | $56,867 | $81,460-30.2% | $103,333-45.0% | $80,856-29.7% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.24% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,927 | $3,105+58.7% | $3,868+27.4% | $2,755+78.8% |
| Participant deferral / active EE | $6,191 | $3,869+60.0% | $5,057+22.4% | $4,296+44.1% |
| Admin fee / account holder | $1,502 | $6,566-77.1% | $8,355-82.0% | $6,918-78.3% |