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 | $43,421 | $89,753-51.6% | $107,525-59.6% | $84,808-48.8% |
| Participation rate | 76.1% | 68.1%+8.0pp | 75.1%+1.0pp | 68.3%+7.8pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,441 | $3,113-21.6% | $3,754-35.0% | $2,631-7.2% |
| Participant deferral / active EE | $3,653 | $4,056-9.9% | $5,116-28.6% | $4,212-13.3% |
| Admin fee / account holder | $3,817 | $7,222-47.2% | $8,919-57.2% | $7,344-48.0% |