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 | $102,853 | $123,793-16.9% | $177,821-42.2% | $79,858+28.8% |
| Participation rate | 72.3% | 84.7%-12.3pp | 87.7%-15.4pp | 69.6%+2.7pp |
| Annual return | 14.17% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,478 | $4,095-63.9% | $5,918-75.0% | $2,471-40.2% |
| Participant deferral / active EE | $2,992 | $5,956-49.8% | $7,714-61.2% | $3,740-20.0% |
| Admin fee / account holder | $2,551 | $7,243-64.8% | $12,427-79.5% | $5,306-51.9% |