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 | $133,928 | $146,267-8.4% | $197,124-32.1% | $82,448+62.4% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 18.03% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,230 | $4,723-31.6% | $6,227-48.1% | $2,551+26.6% |
| Participant deferral / active EE | $5,575 | $7,035-20.7% | $9,135-39.0% | $4,139+34.7% |
| Admin fee / account holder | $462 | $14,422-96.8% | $16,298-97.2% | $7,234-93.6% |