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 | $83,103 | $87,841-5.4% | $133,980-38.0% | $62,891+32.1% |
| Participation rate | 81.0% | 83.4%-2.4pp | 87.1%-6.1pp | 69.3%+11.6pp |
| Annual return | 8.58% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,833 | $3,483-47.4% | $5,211-64.8% | $2,281-19.6% |
| Participant deferral / active EE | $6,865 | $4,812+42.7% | $6,282+9.3% | $3,203+114.3% |
| Admin fee / account holder | $13,221 | $5,371+146.2% | $9,324+41.8% | $4,296+207.8% |