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 | $90,990 | $86,929+4.7% | $102,423-11.2% | $80,856+12.5% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.5pp | 67.6%+11.3pp |
| Annual return | 13.77% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,879 | $2,369-20.7% | $3,023-37.9% | $2,755-31.8% |
| Participant deferral / active EE | $4,086 | $4,118-0.8% | $5,053-19.1% | $4,296-4.9% |
| Admin fee / account holder | $2,680 | $8,049-66.7% | $9,451-71.6% | $6,918-61.3% |