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 | $94,031+6.3% | $115,768-13.7% | $82,448+21.2% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.4%+1.6pp | 68.1%+7.9pp |
| Annual return | 12.82% | 20.61%-7.8pp | 100.46%-87.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,491 | $2,323-35.8% | $2,940-49.3% | $2,551-41.5% |
| Participant deferral / active EE | $3,404 | $3,972-14.3% | $4,917-30.8% | $4,139-17.8% |
| Admin fee / account holder | $8,608 | $10,249-16.0% | $12,439-30.8% | $7,234+19.0% |