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 | $88,892 | $138,347-35.7% | $184,203-51.7% | $80,856+9.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 11.63% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,936 | $4,850-60.1% | $6,427-69.9% | $2,755-29.7% |
| Participant deferral / active EE | $7,745 | $7,071+9.5% | $9,131-15.2% | $4,296+80.3% |
| Admin fee / account holder | $32,225 | $10,483+207.4% | $13,901+131.8% | $6,918+365.8% |