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 | $119,271 | $136,307-12.5% | $177,821-32.9% | $73,488+62.3% |
| Participation rate | 81.1% | 86.1%-5.0pp | 87.7%-6.6pp | 70.7%+10.4pp |
| Annual return | 14.92% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,340 | $3,712-37.0% | $5,918-60.5% | $2,270+3.1% |
| Participant deferral / active EE | $6,916 | $5,829+18.7% | $7,714-10.3% | $3,740+84.9% |
| Admin fee / account holder | $7,548 | $596+1167.3% | $12,427-39.3% | $513+1371.1% |