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 | $88,193 | $78,672+12.1% | $109,143-19.2% | $85,850+2.7% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 13.58% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,565 | $2,735-6.2% | $3,722-31.1% | $2,5650% |
| Participant deferral / active EE | $4,489 | $3,467+29.5% | $4,653-3.5% | $3,952+13.6% |
| Admin fee / account holder | $1,996 | $5,469-63.5% | $6,752-70.4% | $6,260-68.1% |