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 | $86,510 | $117,841-26.6% | $102,423-15.5% | $145,922-40.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 31.65%-19.4pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,419 | $3,615-33.1% | $3,023-20.0% | $4,660-48.1% |
| Participant deferral / active EE | $5,436 | $5,731-5.1% | $5,053+7.6% | $6,688-18.7% |
| Admin fee / account holder | $4,786 | $13,326-64.1% | $9,451-49.4% | $13,397-64.3% |