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 | $92,947 | $89,753+3.6% | $107,525-13.6% | $84,808+9.6% |
| Participation rate | 72.5% | 68.1%+4.5pp | 75.1%-2.5pp | 68.3%+4.2pp |
| Annual return | 26.11% | 29.48%-3.4pp | 181.32%-155.2pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,432 | $3,113-54.0% | $3,754-61.8% | $2,631-45.6% |
| Participant deferral / active EE | $6,602 | $4,056+62.8% | $5,116+29.1% | $4,212+56.8% |
| Admin fee / account holder | $2,111 | $7,222-70.8% | $8,919-76.3% | $7,344-71.3% |