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 | $73,787+15.5% | $98,716-13.7% | $82,448+3.3% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.3%+11.5pp | 68.1%+12.7pp |
| Annual return | 19.18% | 18.57%+0.6pp | 31.81%-12.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,934 | $1,511+27.9% | $2,279-15.1% | $2,551-24.2% |
| Participant deferral / active EE | $2,922 | $3,081-5.2% | $4,048-27.8% | $4,139-29.4% |
| Admin fee / account holder | $453 | $6,500-93.0% | $8,703-94.8% | $7,234-93.7% |