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 4-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 | $57,797 | $86,929-33.5% | $102,423-43.6% | $80,856-28.5% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 13.83% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,666 | $2,369+12.5% | $3,023-11.8% | $2,755-3.2% |
| Participant deferral / active EE | $4,675 | $4,118+13.5% | $5,053-7.5% | $4,296+8.8% |
| Admin fee / account holder | $4,912 | $8,049-39.0% | $9,451-48.0% | $6,918-29.0% |