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 | $90,878 | $77,896+16.7% | $134,172-32.3% | $82,448+10.2% |
| Participation rate | 79.6% | 62.8%+16.8pp | 72.5%+7.2pp | 68.1%+11.6pp |
| Annual return | 14.81% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,046 | $2,159-51.6% | $3,420-69.4% | $2,551-59.0% |
| Participant deferral / active EE | $6,119 | $3,162+93.5% | $4,690+30.5% | $4,139+47.8% |
| Admin fee / account holder | $14,696 | $6,336+131.9% | $12,016+22.3% | $7,234+103.1% |