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 | $102,085 | $95,803+6.6% | $113,168-9.8% | $84,808+20.4% |
| Participation rate | 76.6% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.3pp |
| Annual return | 15.79% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,441 | $2,360+45.8% | $2,975+15.7% | $2,631+30.8% |
| Participant deferral / active EE | $9,193 | $4,242+116.7% | $5,107+80.0% | $4,212+118.3% |
| Admin fee / account holder | $4,054 | $8,989-54.9% | $12,068-66.4% | $7,344-44.8% |