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 | $90,511 | $86,922+4.1% | $102,438-11.6% | $80,874+11.9% |
| Participation rate | 75.3% | 72.4%+2.9pp | 76.5%-1.2pp | 67.6%+7.6pp |
| Annual return | 13.22% | 18.90%-5.7pp | 29.37%-16.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,501 | $2,369-36.6% | $3,024-50.3% | $2,756-45.5% |
| Participant deferral / active EE | $5,573 | $4,119+35.3% | $5,054+10.3% | $4,297+29.7% |
| Admin fee / account holder | $23,874 | $8,050+196.6% | $9,448+152.7% | $6,935+244.2% |