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 | $83,527 | $138,347-39.6% | $184,203-54.7% | $80,856+3.3% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.7pp | 67.6%+21.8pp |
| Annual return | 12.46% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,386 | $4,850-50.8% | $6,427-62.9% | $2,755-13.4% |
| Participant deferral / active EE | $10,274 | $7,071+45.3% | $9,131+12.5% | $4,296+139.2% |
| Admin fee / account holder | $2,325 | $10,483-77.8% | $13,901-83.3% | $6,918-66.4% |