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 | $85,224 | $74,927+13.7% | $101,794-16.3% | $84,808+0.5% |
| Participation rate | 95.2% | 61.4%+33.8pp | 69.2%+26.1pp | 68.3%+26.9pp |
| Annual return | 15.98% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,693 | $1,522+76.9% | $2,289+17.6% | $2,631+2.3% |
| Participant deferral / active EE | $2,625 | $3,099-15.3% | $4,084-35.7% | $4,212-37.7% |
| Admin fee / account holder | $2,897 | $6,514-55.5% | $8,777-67.0% | $7,344-60.5% |