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 | $128,725 | $138,347-7.0% | $184,203-30.1% | $80,856+59.2% |
| Participation rate | 78.4% | 83.9%-5.4pp | 86.8%-8.4pp | 67.6%+10.8pp |
| Annual return | 19.94% | 20.02%-0.1pp | 28.81%-8.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,192 | $4,850-54.8% | $6,427-65.9% | $2,755-20.4% |
| Participant deferral / active EE | $3,794 | $7,071-46.3% | $9,131-58.5% | $4,296-11.7% |
| Admin fee / account holder | $3,504 | $10,483-66.6% | $13,901-74.8% | $6,918-49.4% |