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 | $57,722 | $81,446-29.1% | $103,374-44.2% | $80,874-28.6% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 10.54% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,640 | $3,107-47.2% | $3,869-57.6% | $2,756-40.5% |
| Participant deferral / active EE | $3,385 | $3,870-12.5% | $5,058-33.1% | $4,297-21.2% |
| Admin fee / account holder | $6,541 | $6,715-2.6% | $8,394-22.1% | $6,935-5.7% |