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 | $147,668 | $148,978-0.9% | $200,582-26.4% | $84,808+74.1% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 14.13% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,914 | $4,815-39.5% | $6,419-54.6% | $2,631+10.7% |
| Participant deferral / active EE | $7,706 | $7,142+7.9% | $9,331-17.4% | $4,212+83.0% |
| Admin fee / account holder | $679 | $13,977-95.1% | $16,305-95.8% | $7,344-90.8% |