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 | $87,382 | $64,839+34.8% | $95,585-8.6% | $84,808+3.0% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.3%+2.3pp |
| Annual return | 14.58% | -670.96%+685.5pp | 38.56%-24.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,168 | $1,759-33.6% | $2,527-53.8% | $2,631-55.6% |
| Participant deferral / active EE | $2,933 | $2,965-1.1% | $4,023-27.1% | $4,212-30.4% |
| Admin fee / account holder | $3,351 | $5,964-43.8% | $6,127-45.3% | $7,344-54.4% |