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 | $86,628 | $76,552+13.2% | $123,892-30.1% | $62,891+37.7% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 17.11% | 18.68%-1.6pp | 47.52%-30.4pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,314 | $2,883-54.4% | $4,617-71.5% | $2,281-42.4% |
| Participant deferral / active EE | $3,581 | $4,840-26.0% | $5,984-40.2% | $3,203+11.8% |
| Admin fee / account holder | $17,101 | $4,826+254.4% | $8,357+104.6% | $4,296+298.1% |