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 | $78,964 | $83,477-5.4% | $125,175-36.9% | $72,985+8.2% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 19.11% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,677 | $2,345-28.5% | $3,865-56.6% | $2,440-31.3% |
| Participant deferral / active EE | $4,236 | $3,585+18.2% | $4,937-14.2% | $3,607+17.4% |
| Admin fee / account holder | $3,966 | $5,517-28.1% | $9,702-59.1% | $5,124-22.6% |