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 | $85,145 | $109,359-22.1% | $162,163-47.5% | $72,985+16.7% |
| Participation rate | 73.2% | 84.3%-11.1pp | 87.6%-14.4pp | 69.5%+3.7pp |
| Annual return | 26.14% | 25.46%+0.7pp | 115.59%-89.4pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,562 | $3,907-60.0% | $5,614-72.2% | $2,440-36.0% |
| Participant deferral / active EE | $4,256 | $5,481-22.3% | $7,298-41.7% | $3,607+18.0% |
| Admin fee / account holder | $1,856 | $7,972-76.7% | $10,843-82.9% | $5,124-63.8% |