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 | $87,440 | $123,793-29.4% | $177,821-50.8% | $79,858+9.5% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 17.69% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,513 | $4,095-38.6% | $5,918-57.5% | $2,471+1.7% |
| Participant deferral / active EE | $5,297 | $5,956-11.1% | $7,714-31.3% | $3,740+41.6% |
| Admin fee / account holder | $5,154 | $7,243-28.8% | $12,427-58.5% | $5,306-2.9% |