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 | $101,758 | $148,978-31.7% | $200,582-49.3% | $84,808+20.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 14.68% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,982 | $4,815-58.8% | $6,419-69.1% | $2,631-24.7% |
| Participant deferral / active EE | $3,332 | $7,142-53.4% | $9,331-64.3% | $4,212-20.9% |
| Admin fee / account holder | $4,111 | $13,977-70.6% | $16,305-74.8% | $7,344-44.0% |