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 | $127,222 | $138,347-8.0% | $184,203-30.9% | $80,856+57.3% |
| Participation rate | 91.5% | 83.9%+7.6pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 25.87% | 20.02%+5.9pp | 28.81%-2.9pp | 35.59%-9.7pp |
| Employer contribution / active EE | $1,816 | $4,850-62.6% | $6,427-71.7% | $2,755-34.1% |
| Participant deferral / active EE | $4,137 | $7,071-41.5% | $9,131-54.7% | $4,296-3.7% |
| Admin fee / account holder | $6,136 | $10,483-41.5% | $13,901-55.9% | $6,918-11.3% |