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 | $89,115 | $81,248+9.7% | $155,509-42.7% | $80,856+10.2% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.2pp | 67.6%+27.7pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $969 | $3,100-68.8% | $4,672-79.3% | $2,755-64.8% |
| Participant deferral / active EE | $7,229 | $3,452+109.4% | $5,626+28.5% | $4,296+68.3% |
| Admin fee / account holder | $7,036 | $7,997-12.0% | $15,912-55.8% | $6,918+1.7% |