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 | $92,182 | $109,359-15.7% | $162,163-43.2% | $72,985+26.3% |
| Participation rate | 72.1% | 84.3%-12.1pp | 87.6%-15.4pp | 69.5%+2.6pp |
| Annual return | 24.58% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,427 | $3,907-63.5% | $5,614-74.6% | $2,440-41.5% |
| Participant deferral / active EE | $2,895 | $5,481-47.2% | $7,298-60.3% | $3,607-19.8% |
| Admin fee / account holder | $2,279 | $7,972-71.4% | $10,843-79.0% | $5,124-55.5% |