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 | $91,532 | $89,753+2.0% | $107,525-14.9% | $84,808+7.9% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 14.57% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,188 | $3,113-61.9% | $3,754-68.4% | $2,631-54.9% |
| Participant deferral / active EE | $8,326 | $4,056+105.3% | $5,116+62.8% | $4,212+97.7% |
| Admin fee / account holder | $17,840 | $7,222+147.0% | $8,919+100.0% | $7,344+142.9% |