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 | $84,676 | $89,753-5.7% | $107,525-21.2% | $84,808-0.2% |
| Participation rate | 79.6% | 68.1%+11.6pp | 75.1%+4.6pp | 68.3%+11.3pp |
| Annual return | 25.41% | 29.48%-4.1pp | 181.32%-155.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,311 | $3,113-57.9% | $3,754-65.1% | $2,631-50.2% |
| Participant deferral / active EE | $3,354 | $4,056-17.3% | $5,116-34.4% | $4,212-20.4% |
| Admin fee / account holder | $4,184 | $7,222-42.1% | $8,919-53.1% | $7,344-43.0% |