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 | $111,304 | $123,793-10.1% | $177,821-37.4% | $79,858+39.4% |
| Participation rate | 82.7% | 84.7%-2.0pp | 87.7%-5.1pp | 69.6%+13.0pp |
| Annual return | 19.57% | 22.82%-3.2pp | 48.32%-28.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,161 | $4,095-47.2% | $5,918-63.5% | $2,471-12.6% |
| Participant deferral / active EE | $5,299 | $5,956-11.0% | $7,714-31.3% | $3,740+41.7% |
| Admin fee / account holder | $8,399 | $7,243+16.0% | $12,427-32.4% | $5,306+58.3% |