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 | $86,133 | $116,175-25.9% | $93,606-8.0% | $152,861-43.7% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 12.23% | 35.96%-23.7pp | 32.76%-20.5pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,344 | $3,218-27.2% | $2,718-13.8% | $4,762-50.8% |
| Participant deferral / active EE | $5,647 | $4,603+22.7% | $4,069+38.8% | $5,850-3.5% |
| Admin fee / account holder | $1,121 | $10,748-89.6% | $7,888-85.8% | $11,596-90.3% |