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 | $124,880 | $123,793+0.9% | $177,821-29.8% | $79,858+56.4% |
| Participation rate | 71.7% | 84.7%-13.0pp | 87.7%-16.0pp | 69.6%+2.1pp |
| Annual return | 26.39% | 22.82%+3.6pp | 48.32%-21.9pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,862 | $4,095-54.5% | $5,918-68.5% | $2,471-24.6% |
| Participant deferral / active EE | $3,431 | $5,956-42.4% | $7,714-55.5% | $3,740-8.3% |
| Admin fee / account holder | $791 | $7,243-89.1% | $12,427-93.6% | $5,306-85.1% |