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 | $88,041 | $94,031-6.4% | $115,768-24.0% | $82,448+6.8% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.4%+11.8pp | 68.1%+18.1pp |
| Annual return | 13.29% | 20.61%-7.3pp | 100.46%-87.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,997 | $2,323-14.0% | $2,940-32.1% | $2,551-21.7% |
| Participant deferral / active EE | $5,021 | $3,972+26.4% | $4,917+2.1% | $4,139+21.3% |
| Admin fee / account holder | $1,233 | $10,249-88.0% | $12,439-90.1% | $7,234-83.0% |