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 | $92,415 | $95,453-3.2% | $112,040-17.5% | $82,448+12.1% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 13.00% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,336 | $2,318-42.4% | $2,954-54.8% | $2,551-47.6% |
| Participant deferral / active EE | $7,339 | $4,224+73.8% | $5,098+44.0% | $4,139+77.3% |
| Admin fee / account holder | $25,586 | $9,013+183.9% | $12,098+111.5% | $7,234+253.7% |