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 | $89,620 | $109,359-18.0% | $162,163-44.7% | $72,985+22.8% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 18.47% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,963 | $3,907-49.8% | $5,614-65.0% | $2,440-19.6% |
| Participant deferral / active EE | $4,596 | $5,481-16.1% | $7,298-37.0% | $3,607+27.4% |
| Admin fee / account holder | $13,794 | $7,972+73.0% | $10,843+27.2% | $5,124+169.2% |