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 | $87,989 | $108,825-19.1% | $156,181-43.7% | $82,448+6.7% |
| Participation rate | 88.4% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 15.12% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,187 | $2,870-23.8% | $4,294-49.1% | $2,551-14.3% |
| Participant deferral / active EE | $6,003 | $4,577+31.2% | $6,132-2.1% | $4,139+45.0% |
| Admin fee / account holder | $27,043 | $9,341+189.5% | $14,586+85.4% | $7,234+273.8% |