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 | $58,953 | $86,929-32.2% | $102,423-42.4% | $80,856-27.1% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.5pp |
| Annual return | 11.16% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,997 | $2,369-15.7% | $3,023-34.0% | $2,755-27.5% |
| Participant deferral / active EE | $2,977 | $4,118-27.7% | $5,053-41.1% | $4,296-30.7% |
| Admin fee / account holder | $767 | $8,049-90.5% | $9,451-91.9% | $6,918-88.9% |