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 | $88,035 | $101,724-13.5% | $164,813-46.6% | $80,856+8.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.6%+31.0pp |
| Annual return | 10.64% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,803 | $2,953-5.1% | $4,341-35.4% | $2,755+1.8% |
| Participant deferral / active EE | $6,852 | $4,477+53.0% | $6,031+13.6% | $4,296+59.5% |
| Admin fee / account holder | $2,588 | $8,227-68.5% | $12,690-79.6% | $6,918-62.6% |