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 | $55,394 | $87,841-36.9% | $133,980-58.7% | $62,891-11.9% |
| Participation rate | 78.8% | 83.4%-4.6pp | 87.1%-8.2pp | 69.3%+9.5pp |
| Annual return | 11.86% | 12.05%-0.2pp | 29.30%-17.4pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,134 | $3,483-38.7% | $5,211-59.0% | $2,281-6.4% |
| Participant deferral / active EE | $6,378 | $4,812+32.5% | $6,282+1.5% | $3,203+99.1% |
| Admin fee / account holder | $2,171 | $5,371-59.6% | $9,324-76.7% | $4,296-49.5% |