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 | $86,074 | $83,477+3.1% | $125,175-31.2% | $72,985+17.9% |
| Participation rate | 98.8% | 73.3%+25.4pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 18.31% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $4,606 | $2,345+96.4% | $3,865+19.2% | $2,440+88.8% |
| Participant deferral / active EE | $2,164 | $3,585-39.6% | $4,937-56.2% | $3,607-40.0% |
| Admin fee / account holder | $3,287 | $5,517-40.4% | $9,702-66.1% | $5,124-35.9% |