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 | $90,299 | $87,013+3.8% | $106,213-15.0% | $80,856+11.7% |
| Participation rate | 94.8% | 70.4%+24.4pp | 75.3%+19.5pp | 67.6%+27.2pp |
| Annual return | 15.88% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,758 | $2,395-26.6% | $3,171-44.6% | $2,755-36.2% |
| Participant deferral / active EE | $5,592 | $3,986+40.3% | $5,016+11.5% | $4,296+30.2% |
| Admin fee / account holder | $2,661 | $8,431-68.4% | $11,033-75.9% | $6,918-61.5% |