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 | $84,184 | $93,571-10.0% | $135,903-38.1% | $75,163+12.0% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 19.08% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,777 | $3,537-21.5% | $4,856-42.8% | $2,670+4.0% |
| Participant deferral / active EE | $10,318 | $6,404+61.1% | $7,758+33.0% | $4,125+150.1% |
| Admin fee / account holder | $498 | $6,975-92.9% | $10,762-95.4% | $5,651-91.2% |