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 | $83,929 | $109,413-23.3% | $156,263-46.3% | $84,808-1.0% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.9%+5.4pp | 68.3%+16.0pp |
| Annual return | 17.93% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,729 | $2,907-40.5% | $4,333-60.1% | $2,631-34.3% |
| Participant deferral / active EE | $5,255 | $4,590+14.5% | $6,158-14.7% | $4,212+24.8% |
| Admin fee / account holder | $2,838 | $9,357-69.7% | $14,255-80.1% | $7,344-61.4% |