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 | $94,304 | $64,839+45.4% | $95,585-1.3% | $84,808+11.2% |
| Participation rate | 80.3% | 63.8%+16.5pp | 72.1%+8.2pp | 68.3%+12.0pp |
| Annual return | 15.46% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,667 | $1,759-5.2% | $2,527-34.0% | $2,631-36.6% |
| Participant deferral / active EE | $4,414 | $2,965+48.9% | $4,023+9.7% | $4,212+4.8% |
| Admin fee / account holder | $5,399 | $5,964-9.5% | $6,127-11.9% | $7,344-26.5% |