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 | $123,308 | $123,793-0.4% | $177,821-30.7% | $79,858+54.4% |
| Participation rate | 72.5% | 84.7%-12.2pp | 87.7%-15.2pp | 69.6%+2.9pp |
| Annual return | 15.92% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,638 | $4,095-60.0% | $5,918-72.3% | $2,471-33.7% |
| Participant deferral / active EE | $3,184 | $5,956-46.5% | $7,714-58.7% | $3,740-14.9% |
| Admin fee / account holder | $2,673 | $7,243-63.1% | $12,427-78.5% | $5,306-49.6% |