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 | $93,643 | $126,574-26.0% | $106,213-11.8% | $145,922-35.8% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+15.0pp |
| Annual return | 11.22% | 224.79%-213.6pp | 116.14%-104.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,278 | $3,730-38.9% | $3,171-28.2% | $4,660-51.1% |
| Participant deferral / active EE | $7,589 | $5,724+32.6% | $5,016+51.3% | $6,688+13.5% |
| Admin fee / account holder | $7,474 | $17,304-56.8% | $11,033-32.3% | $13,397-44.2% |