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 | $85,932 | $81,474+5.5% | $133,956-35.9% | $73,488+16.9% |
| Participation rate | 80.7% | 76.4%+4.4pp | 79.8%+0.9pp | 70.7%+10.1pp |
| Annual return | 16.55% | 19.40%-2.9pp | 45.09%-28.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,686 | $2,209-23.7% | $3,919-57.0% | $2,270-25.7% |
| Participant deferral / active EE | $3,314 | $3,786-12.5% | $5,048-34.3% | $3,740-11.4% |
| Admin fee / account holder | $808 | $713+13.3% | $8,927-91.0% | $513+57.5% |