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 | $119,418 | $138,347-13.7% | $184,203-35.2% | $80,856+47.7% |
| Participation rate | 72.9% | 83.9%-11.0pp | 86.8%-13.9pp | 67.6%+5.3pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,088 | $4,850-56.9% | $6,427-67.5% | $2,755-24.2% |
| Participant deferral / active EE | $4,850 | $7,071-31.4% | $9,131-46.9% | $4,296+12.9% |
| Admin fee / account holder | $6,672 | $10,483-36.4% | $13,901-52.0% | $6,918-3.6% |