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 | $89,816 | $91,190-1.5% | $178,490-49.7% | $79,858+12.5% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 12.90% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,827 | $3,256-43.9% | $5,011-63.5% | $2,471-26.1% |
| Participant deferral / active EE | $2,965 | $3,236-8.4% | $5,202-43.0% | $3,740-20.7% |
| Admin fee / account holder | $7,130 | $6,751+5.6% | $13,984-49.0% | $5,306+34.4% |