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 | $118,068 | $138,385-14.7% | $184,200-35.9% | $80,874+46.0% |
| Participation rate | 72.1% | 83.9%-11.7pp | 86.8%-14.7pp | 67.6%+4.5pp |
| Annual return | 23.57% | 20.02%+3.6pp | 28.80%-5.2pp | 35.62%-12.0pp |
| Employer contribution / active EE | $2,865 | $4,849-40.9% | $6,424-55.4% | $2,756+4.0% |
| Participant deferral / active EE | $10,165 | $7,073+43.7% | $9,132+11.3% | $4,297+136.6% |
| Admin fee / account holder | $25,687 | $10,483+145.0% | $13,907+84.7% | $6,935+270.4% |