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 | $89,636 | $86,929+3.1% | $102,423-12.5% | $80,856+10.9% |
| Participation rate | 83.9% | 72.4%+11.6pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 13.69% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,037 | $2,369-56.2% | $3,023-65.7% | $2,755-62.4% |
| Participant deferral / active EE | $2,867 | $4,118-30.4% | $5,053-43.3% | $4,296-33.3% |
| Admin fee / account holder | $3,519 | $8,049-56.3% | $9,451-62.8% | $6,918-49.1% |