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 | $115,290 | $117,983-2.3% | $101,794+13.3% | $142,382-19.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 14.92% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,379 | $2,773-50.3% | $2,289-39.8% | $4,299-67.9% |
| Participant deferral / active EE | $4,911 | $4,714+4.2% | $4,084+20.2% | $6,507-24.5% |
| Admin fee / account holder | $4,569 | $10,433-56.2% | $8,777-47.9% | $12,624-63.8% |