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 | $89,979 | $80,968+11.1% | $96,544-6.8% | $75,163+19.7% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 18.28% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,251 | $2,282-45.2% | $2,965-57.8% | $2,670-53.1% |
| Participant deferral / active EE | $4,978 | $3,928+26.7% | $4,851+2.6% | $4,125+20.7% |
| Admin fee / account holder | $4,990 | $6,724-25.8% | $8,252-39.5% | $5,651-11.7% |