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 | $127,903 | $138,347-7.5% | $184,203-30.6% | $80,856+58.2% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.5pp |
| Annual return | 12.14% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,547 | $4,850-68.1% | $6,427-75.9% | $2,755-43.8% |
| Participant deferral / active EE | $4,675 | $7,071-33.9% | $9,131-48.8% | $4,296+8.8% |
| Admin fee / account holder | $1,916 | $10,483-81.7% | $13,901-86.2% | $6,918-72.3% |