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 | $89,911 | $86,929+3.4% | $102,423-12.2% | $80,856+11.2% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+27.0pp |
| Annual return | 12.84% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,610 | $2,369+10.2% | $3,023-13.7% | $2,755-5.2% |
| Participant deferral / active EE | $4,412 | $4,118+7.1% | $5,053-12.7% | $4,296+2.7% |
| Admin fee / account holder | $322 | $8,049-96.0% | $9,451-96.6% | $6,918-95.3% |