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 | $134,450 | $106,749+25.9% | $145,433-7.6% | $82,448+63.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 15.23% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $825 | $3,444-76.0% | $4,554-81.9% | $2,551-67.6% |
| Participant deferral / active EE | $3,829 | $6,519-41.3% | $7,897-51.5% | $4,139-7.5% |
| Admin fee / account holder | $6,396 | $8,390-23.8% | $13,129-51.3% | $7,234-11.6% |