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 | $105,318 | $123,793-14.9% | $177,821-40.8% | $79,858+31.9% |
| Participation rate | 80.4% | 84.7%-4.2pp | 87.7%-7.3pp | 69.6%+10.8pp |
| Annual return | 12.21% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,053 | $4,095-49.9% | $5,918-65.3% | $2,471-16.9% |
| Participant deferral / active EE | $3,930 | $5,956-34.0% | $7,714-49.1% | $3,740+5.1% |
| Admin fee / account holder | $4,081 | $7,243-43.7% | $12,427-67.2% | $5,306-23.1% |