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 | $93,061 | $86,286+7.9% | $111,297-16.4% | $85,850+8.4% |
| Participation rate | 82.3% | 73.3%+8.9pp | 77.3%+4.9pp | 69.3%+12.9pp |
| Annual return | 12.22% | 19.99%-7.8pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,295 | $2,043-36.6% | $2,731-52.6% | $2,565-49.5% |
| Participant deferral / active EE | $3,137 | $3,641-13.8% | $4,487-30.1% | $3,952-20.6% |
| Admin fee / account holder | $5,276 | $8,188-35.6% | $7,964-33.7% | $6,260-15.7% |