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 | $96,654 | $108,825-11.2% | $156,181-38.1% | $82,448+17.2% |
| Participation rate | 84.4% | 72.4%+12.0pp | 78.8%+5.5pp | 68.1%+16.3pp |
| Annual return | 16.06% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,247 | $2,870-56.5% | $4,294-70.9% | $2,551-51.1% |
| Participant deferral / active EE | $4,274 | $4,577-6.6% | $6,132-30.3% | $4,139+3.3% |
| Admin fee / account holder | $5,360 | $9,341-42.6% | $14,586-63.3% | $7,234-25.9% |