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 | $135,767 | $138,347-1.9% | $184,203-26.3% | $80,856+67.9% |
| Participation rate | 73.5% | 83.9%-10.4pp | 86.8%-13.3pp | 67.6%+5.8pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,744 | $4,850-64.0% | $6,427-72.9% | $2,755-36.7% |
| Participant deferral / active EE | $5,674 | $7,071-19.8% | $9,131-37.9% | $4,296+32.1% |
| Admin fee / account holder | $4,409 | $10,483-57.9% | $13,901-68.3% | $6,918-36.3% |