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 | $66,482 | $54,762+21.4% | $90,281-26.4% | $72,985-8.9% |
| Participation rate | 80.7% | 65.1%+15.6pp | 73.3%+7.4pp | 69.5%+11.2pp |
| Annual return | 25.03% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,420 | $2,092-32.2% | $2,854-50.3% | $2,440-41.8% |
| Participant deferral / active EE | $1,903 | $2,887-34.1% | $3,885-51.0% | $3,607-47.3% |
| Admin fee / account holder | $3,352 | $3,972-15.6% | $5,351-37.4% | $5,124-34.6% |