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 | $73,844 | $72,137+2.4% | $142,449-48.2% | $71,457+3.3% |
| Participation rate | 99.1% | 71.7%+27.4pp | 76.8%+22.3pp | 67.9%+31.2pp |
| Annual return | 18.32% | 21.15%-2.8pp | 19.99%-1.7pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,887 | $3,793-23.9% | $4,847-40.4% | $2,588+11.6% |
| Participant deferral / active EE | $8,646 | $5,280+63.7% | $6,283+37.6% | $4,289+101.6% |
| Admin fee / account holder | $900 | $1,433-37.2% | $10,011-91.0% | $1,587-43.3% |