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 | $95,995 | $89,753+7.0% | $107,525-10.7% | $84,808+13.2% |
| Participation rate | 72.4% | 68.1%+4.3pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,772 | $3,113-43.1% | $3,754-52.8% | $2,631-32.6% |
| Participant deferral / active EE | $5,834 | $4,056+43.8% | $5,116+14.0% | $4,212+38.5% |
| Admin fee / account holder | $5,221 | $7,222-27.7% | $8,919-41.5% | $7,344-28.9% |