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 | $103,448 | $148,978-30.6% | $200,582-48.4% | $84,808+22.0% |
| Participation rate | 93.4% | 84.2%+9.2pp | 86.9%+6.6pp | 68.3%+25.1pp |
| Annual return | 14.86% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,258 | $4,815-53.1% | $6,419-64.8% | $2,631-14.2% |
| Participant deferral / active EE | $5,674 | $7,142-20.6% | $9,331-39.2% | $4,212+34.7% |
| Admin fee / account holder | $8,867 | $13,977-36.6% | $16,305-45.6% | $7,344+20.7% |