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 | $57,091 | $65,395-12.7% | $182,532-68.7% | $72,985-21.8% |
| Participation rate | 78.9% | 65.4%+13.5pp | 78.0%+1.0pp | 69.5%+9.5pp |
| Annual return | 29.37% | 27.68%+1.7pp | 148.54%-119.2pp | 81.00%-51.6pp |
| Employer contribution / active EE | $1,453 | $1,911-24.0% | $4,076-64.4% | $2,440-40.4% |
| Participant deferral / active EE | $3,411 | $3,563-4.3% | $5,524-38.3% | $3,607-5.5% |
| Admin fee / account holder | $1,377 | $4,245-67.6% | $8,592-84.0% | $5,124-73.1% |