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 | $92,446 | $89,652+3.1% | $141,162-34.5% | $65,185+41.8% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 25.04% | 32.79%-7.8pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,247 | $3,065-26.7% | $4,735-52.5% | $2,177+3.2% |
| Participant deferral / active EE | $6,227 | $5,691+9.4% | $6,709-7.2% | $3,514+77.2% |
| Admin fee / account holder | $1,186 | $569+108.6% | $10,261-88.4% | $847+40.0% |