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 | $97,016 | $91,552+6.0% | $133,956-27.6% | $79,858+21.5% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 12.82% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,417 | $2,384+1.4% | $3,919-38.3% | $2,471-2.2% |
| Participant deferral / active EE | $7,120 | $3,733+90.7% | $5,048+41.1% | $3,740+90.4% |
| Admin fee / account holder | $926 | $6,321-85.4% | $8,927-89.6% | $5,306-82.6% |