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 | $109,609 | $138,347-20.8% | $184,203-40.5% | $80,856+35.6% |
| Participation rate | 70.5% | 83.9%-13.4pp | 86.8%-16.3pp | 67.6%+2.9pp |
| Annual return | 16.49% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,293 | $4,850-52.7% | $6,427-64.3% | $2,755-16.8% |
| Participant deferral / active EE | $5,442 | $7,071-23.0% | $9,131-40.4% | $4,296+26.7% |
| Admin fee / account holder | $4,685 | $10,483-55.3% | $13,901-66.3% | $6,918-32.3% |