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 | $83,024 | $101,763-18.4% | $164,866-49.6% | $80,874+2.7% |
| Participation rate | 73.9% | 71.8%+2.1pp | 78.6%-4.7pp | 67.6%+6.3pp |
| Annual return | 14.18% | 16.73%-2.6pp | 69.97%-55.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,720 | $2,954-7.9% | $4,343-37.4% | $2,756-1.3% |
| Participant deferral / active EE | $8,052 | $4,477+79.9% | $6,033+33.5% | $4,297+87.4% |
| Admin fee / account holder | $2,639 | $8,228-67.9% | $12,689-79.2% | $6,935-61.9% |