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 | $85,630 | $101,724-15.8% | $164,813-48.0% | $80,856+5.9% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.3pp | 67.6%+30.2pp |
| Annual return | 11.27% | 16.72%-5.4pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,528 | $2,953-14.4% | $4,341-41.8% | $2,755-8.2% |
| Participant deferral / active EE | $6,489 | $4,477+44.9% | $6,031+7.6% | $4,296+51.1% |
| Admin fee / account holder | $21,769 | $8,227+164.6% | $12,690+71.5% | $6,918+214.7% |