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 | $93,602 | $89,753+4.3% | $107,525-12.9% | $84,808+10.4% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 16.76% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,794 | $3,113-42.4% | $3,754-52.2% | $2,631-31.8% |
| Participant deferral / active EE | $2,388 | $4,056-41.1% | $5,116-53.3% | $4,212-43.3% |
| Admin fee / account holder | $4,314 | $7,222-40.3% | $8,919-51.6% | $7,344-41.3% |