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 | $111,998 | $125,758-10.9% | $169,993-34.1% | $75,163+49.0% |
| Participation rate | 76.1% | 83.6%-7.5pp | 87.0%-10.9pp | 67.2%+8.9pp |
| Annual return | 15.54% | 27.20%-11.7pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,381 | $4,615-48.4% | $6,785-64.9% | $2,670-10.8% |
| Participant deferral / active EE | $6,548 | $6,837-4.2% | $10,408-37.1% | $4,125+58.7% |
| Admin fee / account holder | $2,724 | $8,173-66.7% | $12,815-78.7% | $5,651-51.8% |