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 | $82,621 | $63,703+29.7% | $93,063-11.2% | $82,448+0.2% |
| Participation rate | 84.0% | 63.8%+20.2pp | 72.1%+11.9pp | 68.1%+15.9pp |
| Annual return | 14.11% | -775.43%+789.5pp | 34.15%-20.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,078 | $1,729+20.2% | $2,476-16.1% | $2,551-18.6% |
| Participant deferral / active EE | $5,272 | $2,919+80.6% | $3,958+33.2% | $4,139+27.4% |
| Admin fee / account holder | $3,590 | $5,982-40.0% | $6,033-40.5% | $7,234-50.4% |