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 | $89,826 | $73,933+21.5% | $96,683-7.1% | $75,163+19.5% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 19.32% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,854 | $2,928-36.7% | $3,737-50.4% | $2,670-30.6% |
| Participant deferral / active EE | $5,653 | $3,659+54.5% | $4,878+15.9% | $4,125+37.0% |
| Admin fee / account holder | $15,963 | $5,216+206.0% | $6,730+137.2% | $5,651+182.5% |