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 | $86,991 | $101,724-14.5% | $164,813-47.2% | $80,856+7.6% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 11.93% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,490 | $4,477-22.0% | $6,031-42.1% | $4,296-18.7% |
| Admin fee / account holder | $3,526 | $8,227-57.1% | $12,690-72.2% | $6,918-49.0% |