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 | $126,923 | $138,347-8.3% | $184,203-31.1% | $80,856+57.0% |
| Participation rate | 77.0% | 83.9%-6.8pp | 86.8%-9.8pp | 67.6%+9.4pp |
| Annual return | 11.69% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,022 | $4,850-37.7% | $6,427-53.0% | $2,755+9.7% |
| Participant deferral / active EE | $8,797 | $7,071+24.4% | $9,131-3.7% | $4,296+104.8% |
| Admin fee / account holder | $3,048 | $10,483-70.9% | $13,901-78.1% | $6,918-55.9% |