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 | $108,898 | $146,267-25.5% | $197,124-44.8% | $82,448+32.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 86.7%-15.3pp | 68.1%+3.4pp |
| Annual return | 17.71% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,084 | $4,723-34.7% | $6,227-50.5% | $2,551+20.9% |
| Participant deferral / active EE | $4,345 | $7,035-38.2% | $9,135-52.4% | $4,139+5.0% |
| Admin fee / account holder | $6,239 | $14,422-56.7% | $16,298-61.7% | $7,234-13.8% |