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 | $87,875 | $86,929+1.1% | $102,423-14.2% | $80,856+8.7% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 13.21% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,291 | $2,369-45.5% | $3,023-57.3% | $2,755-53.1% |
| Participant deferral / active EE | $4,195 | $4,118+1.9% | $5,053-17.0% | $4,296-2.3% |
| Admin fee / account holder | $36,007 | $8,049+347.3% | $9,451+281.0% | $6,918+420.5% |