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 | $85,209 | $74,927+13.7% | $101,794-16.3% | $84,808+0.5% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 19.18% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,934 | $1,522+27.1% | $2,289-15.5% | $2,631-26.5% |
| Participant deferral / active EE | $2,922 | $3,099-5.7% | $4,084-28.5% | $4,212-30.6% |
| Admin fee / account holder | $453 | $6,514-93.0% | $8,777-94.8% | $7,344-93.8% |