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 | $83,524 | $86,929-3.9% | $102,423-18.5% | $80,856+3.3% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,679 | $2,369+13.0% | $3,023-11.4% | $2,755-2.8% |
| Participant deferral / active EE | $4,950 | $4,118+20.2% | $5,053-2.0% | $4,296+15.2% |
| Admin fee / account holder | $7,998 | $8,049-0.6% | $9,451-15.4% | $6,918+15.6% |