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 | $85,439 | $80,673+5.9% | $101,326-15.7% | $84,808+0.7% |
| Participation rate | 81.7% | 77.8%+3.9pp | 81.5%+0.2pp | 68.3%+13.4pp |
| Annual return | 16.63% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $545 | $2,698-79.8% | $3,665-85.1% | $2,631-79.3% |
| Participant deferral / active EE | $7,012 | $6,840+2.5% | $7,994-12.3% | $4,212+66.5% |
| Admin fee / account holder | $1,060 | $12,784-91.7% | $11,185-90.5% | $7,344-85.6% |