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 | $88,721 | $81,460+8.9% | $103,333-14.1% | $80,856+9.7% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.6%+21.8pp |
| Annual return | 16.64% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,022 | $3,105-2.7% | $3,868-21.9% | $2,755+9.7% |
| Participant deferral / active EE | $6,316 | $3,869+63.3% | $5,057+24.9% | $4,296+47.0% |
| Admin fee / account holder | $2,958 | $6,566-54.9% | $8,355-64.6% | $6,918-57.2% |