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 | $97,979 | $84,233+16.3% | $170,442-42.5% | $70,131+39.7% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 17.54% | 23.06%-5.5pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,690 | $3,387-20.6% | $5,433-50.5% | $2,342+14.9% |
| Participant deferral / active EE | $3,587 | $3,086+16.3% | $4,939-27.4% | $3,332+7.7% |
| Admin fee / account holder | $961 | $5,698-83.1% | $13,880-93.1% | $4,645-79.3% |