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 | $116,733 | $117,983-1.1% | $101,794+14.7% | $142,382-18.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 12.09% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,798 | $2,773-35.2% | $2,289-21.5% | $4,299-58.2% |
| Participant deferral / active EE | $4,442 | $4,714-5.8% | $4,084+8.8% | $6,507-31.7% |
| Admin fee / account holder | $9,287 | $10,433-11.0% | $8,777+5.8% | $12,624-26.4% |