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 | $86,973 | $138,347-37.1% | $184,203-52.8% | $80,856+7.6% |
| Participation rate | 82.4% | 83.9%-1.4pp | 86.8%-4.4pp | 67.6%+14.8pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,664 | $4,850-45.1% | $6,427-58.6% | $2,755-3.3% |
| Participant deferral / active EE | $5,683 | $7,071-19.6% | $9,131-37.8% | $4,296+32.3% |
| Admin fee / account holder | $13,304 | $10,483+26.9% | $13,901-4.3% | $6,918+92.3% |