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 | $88,589 | $76,552+15.7% | $123,892-28.5% | $62,891+40.9% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 10.85% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,754 | $2,883-39.2% | $4,617-62.0% | $2,281-23.1% |
| Participant deferral / active EE | $6,203 | $4,840+28.2% | $5,984+3.7% | $3,203+93.7% |
| Admin fee / account holder | $1,425 | $4,826-70.5% | $8,357-82.9% | $4,296-66.8% |