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 | $83,862 | $81,248+3.2% | $155,509-46.1% | $80,856+3.7% |
| Participation rate | 73.7% | 66.2%+7.5pp | 78.2%-4.5pp | 67.6%+6.0pp |
| Annual return | 13.16% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,088 | $3,100-64.9% | $4,672-76.7% | $2,755-60.5% |
| Participant deferral / active EE | $5,443 | $3,452+57.7% | $5,626-3.3% | $4,296+26.7% |
| Admin fee / account holder | $20,331 | $7,997+154.2% | $15,912+27.8% | $6,918+193.9% |