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 | $81,283 | $78,672+3.3% | $109,143-25.5% | $85,850-5.3% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 16.27% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,685 | $2,735-38.4% | $3,722-54.7% | $2,565-34.3% |
| Participant deferral / active EE | $2,885 | $3,467-16.8% | $4,653-38.0% | $3,952-27.0% |
| Admin fee / account holder | $977 | $5,469-82.1% | $6,752-85.5% | $6,260-84.4% |