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 | $99,932 | $94,625+5.6% | $116,228-14.0% | $84,808+17.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.6%+1.4pp | 68.3%+7.7pp |
| Annual return | 12.82% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,491 | $2,347-36.5% | $2,994-50.2% | $2,631-43.3% |
| Participant deferral / active EE | $3,404 | $3,972-14.3% | $4,953-31.3% | $4,212-19.2% |
| Admin fee / account holder | $8,608 | $10,091-14.7% | $11,989-28.2% | $7,344+17.2% |