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 | $110,791 | $123,793-10.5% | $177,821-37.7% | $79,858+38.7% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 12.48% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,756 | $4,095-57.1% | $5,918-70.3% | $2,471-28.9% |
| Participant deferral / active EE | $4,195 | $5,956-29.6% | $7,714-45.6% | $3,740+12.2% |
| Admin fee / account holder | $5,032 | $7,243-30.5% | $12,427-59.5% | $5,306-5.2% |