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 | $87,595 | $59,263+47.8% | $96,562-9.3% | $79,386+10.3% |
| Participation rate | 76.7% | 61.9%+14.8pp | 69.8%+6.9pp | 70.7%+6.0pp |
| Annual return | 12.92% | 27.07%-14.1pp | 37.78%-24.9pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,223 | $1,216+0.6% | $2,356-48.1% | $2,427-49.6% |
| Participant deferral / active EE | $4,074 | $2,948+38.2% | $3,849+5.8% | $4,046+0.7% |
| Admin fee / account holder | $4,821 | $658+632.2% | $6,181-22.0% | $626+669.6% |