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 | $83,588 | $107,452-22.2% | $91,541-8.7% | $142,382-41.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 11.96% | 22.06%-10.1pp | 20.50%-8.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,338 | $2,994-55.3% | $2,505-46.6% | $4,299-68.9% |
| Participant deferral / active EE | $4,571 | $4,754-3.8% | $4,008+14.1% | $6,507-29.7% |
| Admin fee / account holder | $2,751 | $8,834-68.9% | $6,956-60.5% | $12,624-78.2% |