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 | $80,705 | $77,899+3.6% | $149,673-46.1% | $75,163+7.4% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 16.04% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $889 | $3,137-71.7% | $4,818-81.5% | $2,670-66.7% |
| Participant deferral / active EE | $6,368 | $3,411+86.7% | $5,680+12.1% | $4,125+54.4% |
| Admin fee / account holder | $2,067 | $5,956-65.3% | $13,210-84.4% | $5,651-63.4% |