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 | $90,283 | $91,552-1.4% | $133,956-32.6% | $79,858+13.1% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 14.45% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,074 | $2,384-54.9% | $3,919-72.6% | $2,471-56.5% |
| Participant deferral / active EE | $4,630 | $3,733+24.0% | $5,048-8.3% | $3,740+23.8% |
| Admin fee / account holder | $1,551 | $6,321-75.5% | $8,927-82.6% | $5,306-70.8% |