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 | $66,070 | $99,341-33.5% | $84,750-22.0% | $273,961-75.9% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 6.15% | 22.93%-16.8pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,536 | $4,214-39.8% | $3,574-29.1% | $4,869-47.9% |
| Participant deferral / active EE | $2,941 | $4,269-31.1% | $3,712-20.8% | $5,287-44.4% |
| Admin fee / account holder | $709 | $6,644-89.3% | $5,332-86.7% | $10,132-93.0% |