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 | $107,386 | $109,359-1.8% | $162,163-33.8% | $72,985+47.1% |
| Participation rate | 82.7% | 84.3%-1.6pp | 87.6%-4.9pp | 69.5%+13.2pp |
| Annual return | 23.15% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,970 | $5,481-9.3% | $7,298-31.9% | $3,607+37.8% |
| Admin fee / account holder | $6,553 | $7,972-17.8% | $10,843-39.6% | $5,124+27.9% |