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 | $95,100 | $125,758-24.4% | $169,993-44.1% | $75,163+26.5% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.0%+8.8pp | 67.2%+28.6pp |
| Annual return | 16.58% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,860 | $4,615-38.0% | $6,785-57.8% | $2,670+7.1% |
| Participant deferral / active EE | $4,477 | $6,837-34.5% | $10,408-57.0% | $4,125+8.5% |
| Admin fee / account holder | $6,387 | $8,173-21.9% | $12,815-50.2% | $5,651+13.0% |