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 | $98,249 | $123,793-20.6% | $177,821-44.7% | $79,858+23.0% |
| Participation rate | 78.8% | 84.7%-5.9pp | 87.7%-8.9pp | 69.6%+9.2pp |
| Annual return | 11.45% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,926 | $4,095-28.6% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,725 | $5,956-37.5% | $7,714-51.7% | $3,740-0.4% |
| Admin fee / account holder | $10,640 | $7,243+46.9% | $12,427-14.4% | $5,306+100.5% |