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 | $57,781 | $110,257-47.6% | $96,544-40.2% | $139,434-58.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 29.02% | 26.32%+2.7pp | 25.84%+3.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,416 | $3,620-33.3% | $2,965-18.5% | $4,751-49.2% |
| Participant deferral / active EE | $7,417 | $5,548+33.7% | $4,851+52.9% | $6,710+10.5% |
| Admin fee / account holder | $2,978 | $11,591-74.3% | $8,252-63.9% | $11,403-73.9% |