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 | $72,956 | $109,359-33.3% | $162,163-55.0% | $72,9850% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 29.93% | 25.46%+4.5pp | 115.59%-85.7pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,011 | $3,907-48.5% | $5,614-64.2% | $2,440-17.6% |
| Participant deferral / active EE | $3,886 | $5,481-29.1% | $7,298-46.8% | $3,607+7.7% |
| Admin fee / account holder | $2,355 | $7,972-70.5% | $10,843-78.3% | $5,124-54.0% |