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 | $88,023 | $81,460+8.1% | $103,333-14.8% | $80,856+8.9% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 12.35% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,419 | $3,105-22.1% | $3,868-37.5% | $2,755-12.2% |
| Participant deferral / active EE | $6,069 | $3,869+56.9% | $5,057+20.0% | $4,296+41.3% |
| Admin fee / account holder | $6,903 | $6,566+5.1% | $8,355-17.4% | $6,918-0.2% |