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 | $83,610 | $81,460+2.6% | $103,333-19.1% | $80,856+3.4% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 14.15% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,255 | $3,105-27.4% | $3,868-41.7% | $2,755-18.2% |
| Participant deferral / active EE | $3,555 | $3,869-8.1% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $1,194 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |