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 | $83,827 | $86,929-3.6% | $102,423-18.2% | $80,856+3.7% |
| Participation rate | 81.0% | 72.4%+8.6pp | 76.5%+4.5pp | 67.6%+13.3pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,294 | $2,369-45.4% | $3,023-57.2% | $2,755-53.0% |
| Participant deferral / active EE | $3,710 | $4,118-9.9% | $5,053-26.6% | $4,296-13.6% |
| Admin fee / account holder | $10,211 | $8,049+26.9% | $9,451+8.0% | $6,918+47.6% |