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 | $81,823 | $76,407+7.1% | $150,298-45.6% | $82,448-0.8% |
| Participation rate | 81.4% | 66.4%+15.0pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 18.22% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,234 | $2,614-14.5% | $4,154-46.2% | $2,551-12.4% |
| Participant deferral / active EE | $4,456 | $3,214+38.6% | $5,453-18.3% | $4,139+7.6% |
| Admin fee / account holder | $15,028 | $6,352+136.6% | $14,116+6.5% | $7,234+107.7% |