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 | $180,749 | $148,978+21.3% | $200,582-9.9% | $84,808+113.1% |
| Participation rate | 81.4% | 84.2%-2.9pp | 86.9%-5.5pp | 68.3%+13.0pp |
| Annual return | 17.30% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,476 | $4,815-48.6% | $6,419-61.4% | $2,631-5.9% |
| Participant deferral / active EE | $6,456 | $7,142-9.6% | $9,331-30.8% | $4,212+53.3% |
| Admin fee / account holder | $3,922 | $13,977-71.9% | $16,305-75.9% | $7,344-46.6% |