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 | $87,405 | $108,825-19.7% | $156,181-44.0% | $82,448+6.0% |
| Participation rate | 70.4% | 72.4%-2.0pp | 78.8%-8.5pp | 68.1%+2.3pp |
| Annual return | 13.11% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,441 | $2,870-15.0% | $4,294-43.2% | $2,551-4.3% |
| Participant deferral / active EE | $3,322 | $4,577-27.4% | $6,132-45.8% | $4,139-19.8% |
| Admin fee / account holder | $385 | $9,341-95.9% | $14,586-97.4% | $7,234-94.7% |