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 | $94,249 | $86,929+8.4% | $102,423-8.0% | $80,856+16.6% |
| Participation rate | 79.7% | 72.4%+7.3pp | 76.5%+3.2pp | 67.6%+12.1pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,342 | $2,369-43.4% | $3,023-55.6% | $2,755-51.3% |
| Participant deferral / active EE | $3,502 | $4,118-15.0% | $5,053-30.7% | $4,296-18.5% |
| Admin fee / account holder | $7,346 | $8,049-8.7% | $9,451-22.3% | $6,918+6.2% |