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 | $84,446 | $83,477+1.2% | $125,175-32.5% | $72,985+15.7% |
| Participation rate | 87.6% | 73.3%+14.3pp | 79.8%+7.9pp | 69.5%+18.2pp |
| Annual return | 21.65% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,124 | $2,345-52.1% | $3,865-70.9% | $2,440-53.9% |
| Participant deferral / active EE | $3,355 | $3,585-6.4% | $4,937-32.0% | $3,607-7.0% |
| Admin fee / account holder | $6,512 | $5,517+18.0% | $9,702-32.9% | $5,124+27.1% |