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 | $89,934 | $99,341-9.5% | $84,750+6.1% | $273,961-67.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,778 | $4,214-57.8% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $5,810 | $4,269+36.1% | $3,712+56.5% | $5,287+9.9% |
| Admin fee / account holder | $4,245 | $6,644-36.1% | $5,332-20.4% | $10,132-58.1% |