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 | $81,528 | $81,460+0.1% | $103,333-21.1% | $80,856+0.8% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 11.33% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,808 | $3,105-9.6% | $3,868-27.4% | $2,755+1.9% |
| Participant deferral / active EE | $5,333 | $3,869+37.9% | $5,057+5.4% | $4,296+24.1% |
| Admin fee / account holder | $4,477 | $6,566-31.8% | $8,355-46.4% | $6,918-35.3% |