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 | $85,041 | $123,793-31.3% | $177,821-52.2% | $79,858+6.5% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 17.93% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,980 | $4,095-27.2% | $5,918-49.6% | $2,471+20.6% |
| Participant deferral / active EE | $5,163 | $5,956-13.3% | $7,714-33.1% | $3,740+38.0% |
| Admin fee / account holder | $2,572 | $7,243-64.5% | $12,427-79.3% | $5,306-51.5% |