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 | $82,993 | $81,248+2.1% | $155,509-46.6% | $80,856+2.6% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 11.56% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,966 | $3,100-36.6% | $4,672-57.9% | $2,755-28.6% |
| Participant deferral / active EE | $5,147 | $3,452+49.1% | $5,626-8.5% | $4,296+19.8% |
| Admin fee / account holder | $1,591 | $7,997-80.1% | $15,912-90.0% | $6,918-77.0% |