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 | $88,940 | $76,367+16.5% | $93,606-5.0% | $72,985+21.9% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.5%+12.0pp |
| Annual return | 21.91% | 25.82%-3.9pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,386 | $2,275-39.1% | $2,718-49.0% | $2,440-43.2% |
| Participant deferral / active EE | $2,948 | $3,538-16.7% | $4,069-27.5% | $3,607-18.3% |
| Admin fee / account holder | $4,417 | $6,838-35.4% | $7,888-44.0% | $5,124-13.8% |