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 | $24,726 | $72,277-65.8% | $101,248-75.6% | $79,858-69.0% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 16.60% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,475 | $2,692-8.0% | $3,660-32.4% | $2,471+0.2% |
| Participant deferral / active EE | $3,721 | $3,282+13.4% | $4,370-14.9% | $3,740-0.5% |
| Admin fee / account holder | $3,776 | $4,400-14.2% | $5,945-36.5% | $5,306-28.8% |