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 | $93,338 | $95,803-2.6% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,435 | $2,360+172.7% | $2,975+116.3% | $2,631+144.6% |
| Participant deferral / active EE | $2,741 | $4,242-35.4% | $5,107-46.3% | $4,212-34.9% |
| Admin fee / account holder | $690 | $8,989-92.3% | $12,068-94.3% | $7,344-90.6% |