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 | $131,940 | $148,978-11.4% | $200,582-34.2% | $84,808+55.6% |
| Participation rate | 73.3% | 84.2%-10.9pp | 86.9%-13.6pp | 68.3%+5.0pp |
| Annual return | 17.55% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,401 | $4,815-50.1% | $6,419-62.6% | $2,631-8.7% |
| Participant deferral / active EE | $6,032 | $7,142-15.5% | $9,331-35.4% | $4,212+43.2% |
| Admin fee / account holder | $10,619 | $13,977-24.0% | $16,305-34.9% | $7,344+44.6% |