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 | $120,899 | $123,793-2.3% | $177,821-32.0% | $79,858+51.4% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.7%+6.2pp | 69.6%+24.2pp |
| Annual return | 13.74% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,775 | $4,095-56.7% | $5,918-70.0% | $2,471-28.2% |
| Participant deferral / active EE | $5,404 | $5,956-9.3% | $7,714-29.9% | $3,740+44.5% |
| Admin fee / account holder | $12,873 | $7,243+77.7% | $12,427+3.6% | $5,306+142.6% |