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 | $99,874 | $81,248+22.9% | $155,509-35.8% | $80,856+23.5% |
| Participation rate | 90.6% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 10.94% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,294 | $3,100-26.0% | $4,672-50.9% | $2,755-16.7% |
| Participant deferral / active EE | $5,435 | $3,452+57.5% | $5,626-3.4% | $4,296+26.5% |
| Admin fee / account holder | $9,950 | $7,997+24.4% | $15,912-37.5% | $6,918+43.8% |