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 | $81,952 | $80,717+1.5% | $154,803-47.1% | $84,808-3.4% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 18.69% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,825 | $2,761-33.9% | $4,305-57.6% | $2,631-30.6% |
| Participant deferral / active EE | $4,955 | $3,303+50.0% | $5,540-10.6% | $4,212+17.6% |
| Admin fee / account holder | $3,260 | $6,746-51.7% | $14,329-77.2% | $7,344-55.6% |