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 | $101,590 | $125,758-19.2% | $169,993-40.2% | $75,163+35.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 19.21% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,948 | $4,615-57.8% | $6,785-71.3% | $2,670-27.1% |
| Participant deferral / active EE | $4,180 | $6,837-38.9% | $10,408-59.8% | $4,125+1.3% |
| Admin fee / account holder | $2,736 | $8,173-66.5% | $12,815-78.6% | $5,651-51.6% |