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 | $84,741 | $87,037-2.6% | $106,201-20.2% | $80,874+4.8% |
| Participation rate | 96.5% | 70.4%+26.0pp | 75.3%+21.2pp | 67.6%+28.8pp |
| Annual return | 15.93% | 17.05%-1.1pp | 116.26%-100.3pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,866 | $2,396-22.1% | $3,170-41.1% | $2,756-32.3% |
| Participant deferral / active EE | $3,754 | $3,986-5.8% | $5,012-25.1% | $4,297-12.6% |
| Admin fee / account holder | $4,494 | $8,434-46.7% | $11,039-59.3% | $6,935-35.2% |