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 | $199,830 | $95,803+108.6% | $113,168+76.6% | $84,808+135.6% |
| Participation rate | 74.4% | 72.9%+1.5pp | 76.6%-2.2pp | 68.3%+6.0pp |
| Annual return | 17.84% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,089 | $2,360-11.5% | $2,975-29.8% | $2,631-20.6% |
| Participant deferral / active EE | $4,133 | $4,242-2.6% | $5,107-19.1% | $4,212-1.9% |
| Admin fee / account holder | $2,718 | $8,989-69.8% | $12,068-77.5% | $7,344-63.0% |