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 | $90,045 | $86,929+3.6% | $102,423-12.1% | $80,856+11.4% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.7pp | 67.6%+8.1pp |
| Annual return | 14.30% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,736 | $2,369-26.7% | $3,023-42.6% | $2,755-37.0% |
| Participant deferral / active EE | $3,885 | $4,118-5.7% | $5,053-23.1% | $4,296-9.6% |
| Admin fee / account holder | $18,756 | $8,049+133.0% | $9,451+98.5% | $6,918+171.1% |