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 | $83,844 | $57,065+46.9% | $75,670+10.8% | $70,131+19.6% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.3%+7.7pp | 69.5%+10.5pp |
| Annual return | 15.10% | 23.57%-8.5pp | 27.34%-12.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,012 | $1,817-44.3% | $2,352-57.0% | $2,342-56.8% |
| Participant deferral / active EE | $5,165 | $2,580+100.2% | $3,142+64.4% | $3,332+55.0% |
| Admin fee / account holder | $751 | $3,825-80.4% | $5,800-87.0% | $4,645-83.8% |