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 | $97,481 | $78,422+24.3% | $95,952+1.6% | $79,858+22.1% |
| Participation rate | 76.6% | 73.5%+3.1pp | 77.1%-0.5pp | 69.6%+6.9pp |
| Annual return | 14.08% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,239 | $1,945+15.1% | $2,541-11.9% | $2,471-9.4% |
| Participant deferral / active EE | $3,726 | $3,440+8.3% | $4,167-10.6% | $3,740-0.4% |
| Admin fee / account holder | $1,306 | $5,622-76.8% | $6,795-80.8% | $5,306-75.4% |