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 | $83,398 | $82,032+1.7% | $123,104-32.3% | $59,632+39.9% |
| Participation rate | 78.7% | 83.2%-4.5pp | 86.8%-8.1pp | 68.7%+10.1pp |
| Annual return | 4.97% | 5.12%-0.1pp | 13.22%-8.2pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $2,296 | $3,297-30.3% | $5,151-55.4% | $2,203+4.3% |
| Participant deferral / active EE | $8,053 | $4,667+72.6% | $6,230+29.3% | $3,192+152.3% |
| Admin fee / account holder | $4,645 | $5,881-21.0% | $9,015-48.5% | $4,297+8.1% |