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 | $96,621 | $138,347-30.2% | $184,203-47.5% | $80,856+19.5% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.0pp | 67.6%+13.1pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,992 | $4,850-58.9% | $6,427-69.0% | $2,755-27.7% |
| Participant deferral / active EE | $3,963 | $7,071-44.0% | $9,131-56.6% | $4,296-7.8% |
| Admin fee / account holder | $15,991 | $10,483+52.5% | $13,901+15.0% | $6,918+131.2% |