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 | $24,373 | $81,248-70.0% | $155,509-84.3% | $80,856-69.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 15.45% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,273 | $3,100-26.7% | $4,672-51.4% | $2,755-17.5% |
| Participant deferral / active EE | $1,978 | $3,452-42.7% | $5,626-64.8% | $4,296-54.0% |
| Admin fee / account holder | $1,393 | $7,997-82.6% | $15,912-91.2% | $6,918-79.9% |