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 | $111,000 | $123,793-10.3% | $177,821-37.6% | $79,858+39.0% |
| Participation rate | 88.6% | 84.7%+3.9pp | 87.7%+0.8pp | 69.6%+18.9pp |
| Annual return | 18.13% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,995 | $4,095-26.9% | $5,918-49.4% | $2,471+21.2% |
| Participant deferral / active EE | $2,927 | $5,956-50.9% | $7,714-62.1% | $3,740-21.7% |
| Admin fee / account holder | $9,051 | $7,243+25.0% | $12,427-27.2% | $5,306+70.6% |