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 | $92,131 | $80,968+13.8% | $96,544-4.6% | $75,163+22.6% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 20.69% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,093 | $2,282-8.3% | $2,965-29.4% | $2,670-21.6% |
| Participant deferral / active EE | $3,898 | $3,928-0.8% | $4,851-19.6% | $4,125-5.5% |
| Admin fee / account holder | $683 | $6,724-89.8% | $8,252-91.7% | $5,651-87.9% |