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 | $93,182 | $91,552+1.8% | $133,956-30.4% | $79,858+16.7% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 13.99% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $940 | $2,384-60.5% | $3,919-76.0% | $2,471-61.9% |
| Participant deferral / active EE | $2,070 | $3,733-44.5% | $5,048-59.0% | $3,740-44.6% |
| Admin fee / account holder | $1,019 | $6,321-83.9% | $8,927-88.6% | $5,306-80.8% |