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 | $147,916 | $148,978-0.7% | $200,582-26.3% | $84,808+74.4% |
| Participation rate | 95.2% | 84.2%+10.9pp | 86.9%+8.3pp | 68.3%+26.9pp |
| Annual return | 15.42% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,793 | $4,815-42.0% | $6,419-56.5% | $2,631+6.2% |
| Participant deferral / active EE | $4,588 | $7,142-35.8% | $9,331-50.8% | $4,212+8.9% |
| Admin fee / account holder | $6,472 | $13,977-53.7% | $16,305-60.3% | $7,344-11.9% |