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 | $92,176 | $76,367+20.7% | $93,606-1.5% | $72,985+26.3% |
| Participation rate | 77.5% | 71.7%+5.8pp | 75.8%+1.7pp | 69.5%+8.0pp |
| Annual return | 17.78% | 25.82%-8.0pp | 32.76%-15.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,019 | $2,275-55.2% | $2,718-62.5% | $2,440-58.2% |
| Participant deferral / active EE | $5,398 | $3,538+52.6% | $4,069+32.7% | $3,607+49.6% |
| Admin fee / account holder | $33,198 | $6,838+385.5% | $7,888+320.9% | $5,124+547.8% |