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 | $98,778 | $87,037+13.5% | $106,201-7.0% | $80,874+22.1% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 16.29% | 17.05%-0.8pp | 116.26%-100.0pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,381 | $2,396-0.6% | $3,170-24.9% | $2,756-13.6% |
| Participant deferral / active EE | $4,552 | $3,986+14.2% | $5,012-9.2% | $4,297+5.9% |
| Admin fee / account holder | $4,630 | $8,434-45.1% | $11,039-58.1% | $6,935-33.2% |