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 | $114,427 | $123,793-7.6% | $177,821-35.7% | $79,858+43.3% |
| Participation rate | 98.0% | 84.7%+13.4pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 14.60% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,183 | $4,095-46.7% | $5,918-63.1% | $2,471-11.6% |
| Participant deferral / active EE | $4,454 | $5,956-25.2% | $7,714-42.3% | $3,740+19.1% |
| Admin fee / account holder | $847 | $7,243-88.3% | $12,427-93.2% | $5,306-84.0% |