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 | $88,973 | $86,929+2.4% | $102,423-13.1% | $80,856+10.0% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.6%+22.8pp |
| Annual return | 10.55% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,392 | $2,369+85.4% | $3,023+45.3% | $2,755+59.4% |
| Participant deferral / active EE | $5,916 | $4,118+43.7% | $5,053+17.1% | $4,296+37.7% |
| Admin fee / account holder | $5,227 | $8,049-35.1% | $9,451-44.7% | $6,918-24.4% |