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 | $110,826 | $148,978-25.6% | $200,582-44.7% | $84,808+30.7% |
| Participation rate | 93.4% | 84.2%+9.2pp | 86.9%+6.6pp | 68.3%+25.1pp |
| Annual return | 19.12% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,680 | $4,815-65.1% | $6,419-73.8% | $2,631-36.2% |
| Participant deferral / active EE | $7,713 | $7,142+8.0% | $9,331-17.3% | $4,212+83.1% |
| Admin fee / account holder | $13,235 | $13,977-5.3% | $16,305-18.8% | $7,344+80.2% |