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 | $86,511 | $96,128-10.0% | $136,007-36.4% | $80,856+7.0% |
| Participation rate | 86.4% | 71.2%+15.1pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 13.84% | 28.71%-14.9pp | 579.32%-565.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,677 | $3,351-20.1% | $4,217-36.5% | $2,755-2.8% |
| Participant deferral / active EE | $4,132 | $5,709-27.6% | $7,025-41.2% | $4,296-3.8% |
| Admin fee / account holder | $5,467 | $8,236-33.6% | $6,858-20.3% | $6,918-21.0% |