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 | $88,733 | $86,929+2.1% | $102,423-13.4% | $80,856+9.7% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+27.0pp |
| Annual return | 17.14% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,558 | $2,369-34.2% | $3,023-48.5% | $2,755-43.4% |
| Participant deferral / active EE | $4,619 | $4,118+12.2% | $5,053-8.6% | $4,296+7.5% |
| Admin fee / account holder | $32,378 | $8,049+302.3% | $9,451+242.6% | $6,918+368.0% |