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 | $89,753 | $83,477+7.5% | $125,175-28.3% | $72,985+23.0% |
| Participation rate | 80.9% | 73.3%+7.6pp | 79.8%+1.1pp | 69.5%+11.4pp |
| Annual return | 28.91% | 25.78%+3.1pp | 43.79%-14.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $2,752 | $2,345+17.3% | $3,865-28.8% | $2,440+12.8% |
| Participant deferral / active EE | $3,425 | $3,585-4.5% | $4,937-30.6% | $3,607-5.1% |
| Admin fee / account holder | $23,606 | $5,517+327.8% | $9,702+143.3% | $5,124+360.7% |