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 | $84,766 | $125,758-32.6% | $169,993-50.1% | $75,163+12.8% |
| Participation rate | 80.4% | 83.6%-3.2pp | 87.0%-6.6pp | 67.2%+13.2pp |
| Annual return | 15.00% | 27.20%-12.2pp | 53.37%-38.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,150 | $4,615-53.4% | $6,785-68.3% | $2,670-19.5% |
| Participant deferral / active EE | $4,036 | $6,837-41.0% | $10,408-61.2% | $4,125-2.2% |
| Admin fee / account holder | $9,014 | $8,173+10.3% | $12,815-29.7% | $5,651+59.5% |