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 | $93,736 | $89,355+4.9% | $141,162-33.6% | $72,985+28.4% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 22.58% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,349 | $3,114-56.7% | $4,735-71.5% | $2,440-44.7% |
| Participant deferral / active EE | $7,921 | $5,418+46.2% | $6,709+18.1% | $3,607+119.6% |
| Admin fee / account holder | $3,033 | $5,958-49.1% | $10,261-70.4% | $5,124-40.8% |