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 | $99,028 | $108,825-9.0% | $156,181-36.6% | $82,448+20.1% |
| Participation rate | 89.8% | 72.4%+17.5pp | 78.8%+11.0pp | 68.1%+21.8pp |
| Annual return | 13.04% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,718 | $2,870-40.1% | $4,294-60.0% | $2,551-32.7% |
| Participant deferral / active EE | $3,159 | $4,577-31.0% | $6,132-48.5% | $4,139-23.7% |
| Admin fee / account holder | $6,462 | $9,341-30.8% | $14,586-55.7% | $7,234-10.7% |