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 | $91,820 | $138,347-33.6% | $184,203-50.2% | $80,856+13.6% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 13.75% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,003 | $4,850-58.7% | $6,427-68.8% | $2,755-27.3% |
| Participant deferral / active EE | $3,453 | $7,071-51.2% | $9,131-62.2% | $4,296-19.6% |
| Admin fee / account holder | $2,819 | $10,483-73.1% | $13,901-79.7% | $6,918-59.3% |