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 | $73,628 | $67,894+8.4% | $89,340-17.6% | $82,448-10.7% |
| Participation rate | 81.0% | 64.0%+16.9pp | 69.6%+11.4pp | 68.1%+12.9pp |
| Annual return | 16.03% | 19.21%-3.2pp | 20.57%-4.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,085 | $1,828+68.8% | $2,231+38.3% | $2,551+20.9% |
| Participant deferral / active EE | $2,057 | $3,072-33.0% | $3,823-46.2% | $4,139-50.3% |
| Admin fee / account holder | $1,046 | $5,723-81.7% | $6,704-84.4% | $7,234-85.5% |