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 | $81,146 | $96,484-15.9% | $156,263-48.1% | $74,304+9.2% |
| Participation rate | 77.5% | 67.7%+9.8pp | 78.9%-1.4pp | 60.3%+17.2pp |
| Annual return | 15.87% | 17.73%-1.9pp | 59.47%-43.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,043 | $2,528-19.2% | $4,333-52.9% | $2,241-8.9% |
| Participant deferral / active EE | $5,607 | $4,286+30.8% | $6,158-9.0% | $3,767+48.8% |
| Admin fee / account holder | $15,237 | $3,728+308.8% | $14,255+6.9% | $2,969+413.2% |