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 | $98,607 | $146,267-32.6% | $197,124-50.0% | $82,448+19.6% |
| Participation rate | 83.1% | 84.0%-1.0pp | 86.7%-3.7pp | 68.1%+15.0pp |
| Annual return | 17.75% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,537 | $4,723-46.3% | $6,227-59.3% | $2,551-0.6% |
| Participant deferral / active EE | $5,221 | $7,035-25.8% | $9,135-42.8% | $4,139+26.1% |
| Admin fee / account holder | $6,302 | $14,422-56.3% | $16,298-61.3% | $7,234-12.9% |