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 | $89,920 | $123,793-27.4% | $177,821-49.4% | $79,858+12.6% |
| Participation rate | 73.3% | 84.7%-11.3pp | 87.7%-14.4pp | 69.6%+3.7pp |
| Annual return | 16.21% | 22.82%-6.6pp | 48.32%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,768 | $4,095-56.8% | $5,918-70.1% | $2,471-28.4% |
| Participant deferral / active EE | $5,248 | $5,956-11.9% | $7,714-32.0% | $3,740+40.3% |
| Admin fee / account holder | $8,121 | $7,243+12.1% | $12,427-34.7% | $5,306+53.0% |