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 | $99,425 | $148,978-33.3% | $200,582-50.4% | $84,808+17.2% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 15.88% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,998 | $4,815+45.3% | $6,419+9.0% | $2,631+166.0% |
| Participant deferral / active EE | $5,928 | $7,142-17.0% | $9,331-36.5% | $4,212+40.8% |
| Admin fee / account holder | $8,705 | $13,977-37.7% | $16,305-46.6% | $7,344+18.5% |