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 | $121,145 | $138,347-12.4% | $184,203-34.2% | $80,856+49.8% |
| Participation rate | 84.7% | 83.9%+0.9pp | 86.8%-2.1pp | 67.6%+17.1pp |
| Annual return | 13.69% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,953 | $4,850-59.7% | $6,427-69.6% | $2,755-29.1% |
| Participant deferral / active EE | $4,482 | $7,071-36.6% | $9,131-50.9% | $4,296+4.3% |
| Admin fee / account holder | $5,368 | $10,483-48.8% | $13,901-61.4% | $6,918-22.4% |