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 | $89,171 | $94,031-5.2% | $115,768-23.0% | $82,448+8.2% |
| Participation rate | 81.8% | 70.4%+11.4pp | 74.4%+7.4pp | 68.1%+13.8pp |
| Annual return | 20.91% | 20.61%+0.3pp | 100.46%-79.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,882 | $2,323+24.0% | $2,940-2.0% | $2,551+13.0% |
| Participant deferral / active EE | $5,468 | $3,972+37.7% | $4,917+11.2% | $4,139+32.1% |
| Admin fee / account holder | $5,161 | $10,249-49.6% | $12,439-58.5% | $7,234-28.7% |