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 | $197,384 | $138,347+42.7% | $184,203+7.2% | $80,856+144.1% |
| Participation rate | 73.6% | 83.9%-10.3pp | 86.8%-13.2pp | 67.6%+5.9pp |
| Annual return | 15.73% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,696 | $4,850-44.4% | $6,427-58.1% | $2,755-2.1% |
| Participant deferral / active EE | $6,929 | $7,071-2.0% | $9,131-24.1% | $4,296+61.3% |
| Admin fee / account holder | $6,356 | $10,483-39.4% | $13,901-54.3% | $6,918-8.1% |