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 | $88,893 | $125,758-29.3% | $169,993-47.7% | $75,163+18.3% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 17.37% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,623 | $4,615-64.8% | $6,785-76.1% | $2,670-39.2% |
| Participant deferral / active EE | $4,181 | $6,837-38.9% | $10,408-59.8% | $4,125+1.3% |
| Admin fee / account holder | $5,445 | $8,173-33.4% | $12,815-57.5% | $5,651-3.7% |