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 | $92,171 | $123,793-25.5% | $177,821-48.2% | $79,858+15.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 11.34% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,771 | $4,095-56.8% | $5,918-70.1% | $2,471-28.3% |
| Participant deferral / active EE | $3,237 | $5,956-45.7% | $7,714-58.0% | $3,740-13.5% |
| Admin fee / account holder | $13,916 | $7,243+92.1% | $12,427+12.0% | $5,306+162.3% |