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 | $111,594 | $138,347-19.3% | $184,203-39.4% | $80,856+38.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 13.95% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,605 | $4,850-46.3% | $6,427-59.5% | $2,755-5.4% |
| Participant deferral / active EE | $7,664 | $7,071+8.4% | $9,131-16.1% | $4,296+78.4% |
| Admin fee / account holder | $2,700 | $10,483-74.2% | $13,901-80.6% | $6,918-61.0% |