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 | $60,439 | $80,717-25.1% | $154,803-61.0% | $84,808-28.7% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 25.99% | 37.96%-12.0pp | 58.88%-32.9pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,727 | $2,761-37.5% | $4,305-59.9% | $2,631-34.4% |
| Participant deferral / active EE | $2,502 | $3,303-24.2% | $5,540-54.8% | $4,212-40.6% |
| Admin fee / account holder | $5,225 | $6,746-22.5% | $14,329-63.5% | $7,344-28.9% |