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 | $101,548 | $146,267-30.6% | $197,124-48.5% | $82,448+23.2% |
| Participation rate | 97.0% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+28.9pp |
| Annual return | 15.71% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,240 | $4,723-31.4% | $6,227-48.0% | $2,551+27.0% |
| Participant deferral / active EE | $8,526 | $7,035+21.2% | $9,135-6.7% | $4,139+106.0% |
| Admin fee / account holder | $6,652 | $14,422-53.9% | $16,298-59.2% | $7,234-8.0% |