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 | $93,691 | $91,190+2.7% | $178,490-47.5% | $79,858+17.3% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 12.46% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,568 | $3,256-21.1% | $5,011-48.8% | $2,471+3.9% |
| Participant deferral / active EE | $4,509 | $3,236+39.3% | $5,202-13.3% | $3,740+20.6% |
| Admin fee / account holder | $8,759 | $6,751+29.7% | $13,984-37.4% | $5,306+65.1% |