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 | $92,813 | $110,094-15.7% | $151,611-38.8% | $68,494+35.5% |
| Participation rate | 90.8% | 84.0%+6.8pp | 87.5%+3.3pp | 67.9%+22.9pp |
| Annual return | 9.92% | -10.12%+20.0pp | 3.33%+6.6pp | -7.84%+17.8pp |
| Employer contribution / active EE | $1,820 | $4,471-59.3% | $6,166-70.5% | $2,596-29.9% |
| Participant deferral / active EE | $4,191 | $6,527-35.8% | $8,363-49.9% | $4,027+4.1% |
| Admin fee / account holder | $3,786 | $7,719-50.9% | $11,616-67.4% | $5,403-29.9% |