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 | $141,740 | $123,793+14.5% | $177,821-20.3% | $79,858+77.5% |
| Participation rate | 75.9% | 84.7%-8.8pp | 87.7%-11.9pp | 69.6%+6.2pp |
| Annual return | 15.47% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,019 | $4,095-26.3% | $5,918-49.0% | $2,471+22.2% |
| Participant deferral / active EE | $5,878 | $5,956-1.3% | $7,714-23.8% | $3,740+57.2% |
| Admin fee / account holder | $8,545 | $7,243+18.0% | $12,427-31.2% | $5,306+61.0% |