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 | $93,798 | $71,516+31.2% | $98,439-4.7% | $71,457+31.3% |
| Participation rate | 70.4% | 72.7%-2.3pp | 75.2%-4.8pp | 67.9%+2.4pp |
| Annual return | 16.30% | 32.41%-16.1pp | 21.16%-4.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,761 | $2,399-26.6% | $3,048-42.2% | $2,588-31.9% |
| Participant deferral / active EE | $6,838 | $4,109+66.4% | $4,738+44.3% | $4,289+59.4% |
| Admin fee / account holder | $4,969 | $1,675+196.7% | $8,948-44.5% | $1,587+213.0% |