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 | $90,620 | $80,968+11.9% | $96,544-6.1% | $75,163+20.6% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 13.92% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,789 | $2,282-21.6% | $2,965-39.7% | $2,670-33.0% |
| Participant deferral / active EE | $4,626 | $3,928+17.8% | $4,851-4.6% | $4,125+12.1% |
| Admin fee / account holder | $11,095 | $6,724+65.0% | $8,252+34.4% | $5,651+96.3% |