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 | $111,845 | $123,793-9.7% | $177,821-37.1% | $79,858+40.1% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 14.24% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,821 | $4,095-31.1% | $5,918-52.3% | $2,471+14.2% |
| Participant deferral / active EE | $2,930 | $5,956-50.8% | $7,714-62.0% | $3,740-21.7% |
| Admin fee / account holder | $1,037 | $7,243-85.7% | $12,427-91.7% | $5,306-80.5% |