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 | $92,161 | $89,753+2.7% | $107,525-14.3% | $84,808+8.7% |
| Participation rate | 83.8% | 68.1%+15.8pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 19.79% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,577 | $3,113-17.2% | $3,754-31.3% | $2,631-2.0% |
| Participant deferral / active EE | $6,296 | $4,056+55.2% | $5,116+23.1% | $4,212+49.5% |
| Admin fee / account holder | $4,378 | $7,222-39.4% | $8,919-50.9% | $7,344-40.4% |