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 | $96,639 | $138,347-30.1% | $184,203-47.5% | $80,856+19.5% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 12.37% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,729 | $4,850+38.7% | $6,427+4.7% | $2,755+144.3% |
| Participant deferral / active EE | $7,041 | $7,071-0.4% | $9,131-22.9% | $4,296+63.9% |
| Admin fee / account holder | $1,500 | $10,483-85.7% | $13,901-89.2% | $6,918-78.3% |