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 | $85,071 | $108,825-21.8% | $156,181-45.5% | $82,448+3.2% |
| Participation rate | 79.4% | 72.4%+7.0pp | 78.8%+0.6pp | 68.1%+11.3pp |
| Annual return | 13.92% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,208 | $2,870-57.9% | $4,294-71.9% | $2,551-52.7% |
| Participant deferral / active EE | $2,973 | $4,577-35.1% | $6,132-51.5% | $4,139-28.2% |
| Admin fee / account holder | $25,942 | $9,341+177.7% | $14,586+77.9% | $7,234+258.6% |