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 | $88,457 | $76,552+15.6% | $123,892-28.6% | $62,891+40.7% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 11.19% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,199 | $2,883-58.4% | $4,617-74.0% | $2,281-47.4% |
| Participant deferral / active EE | $4,882 | $4,840+0.9% | $5,984-18.4% | $3,203+52.4% |
| Admin fee / account holder | $2,133 | $4,826-55.8% | $8,357-74.5% | $4,296-50.3% |