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 | $80,351 | $123,793-35.1% | $177,821-54.8% | $79,858+0.6% |
| Participation rate | 77.1% | 84.7%-7.5pp | 87.7%-10.6pp | 69.6%+7.5pp |
| Annual return | 22.42% | 22.82%-0.4pp | 48.32%-25.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,085 | $4,095-49.1% | $5,918-64.8% | $2,471-15.6% |
| Participant deferral / active EE | $4,478 | $5,956-24.8% | $7,714-41.9% | $3,740+19.7% |
| Admin fee / account holder | $5,485 | $7,243-24.3% | $12,427-55.9% | $5,306+3.4% |