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 | $180,545 | $99,633+81.2% | $183,328-1.5% | $82,448+119.0% |
| Participation rate | 71.1% | 70.8%+0.3pp | 77.3%-6.3pp | 68.1%+3.0pp |
| Annual return | 14.82% | 17.84%-3.0pp | 29.67%-14.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,482 | $3,256-54.5% | $5,055-70.7% | $2,551-41.9% |
| Participant deferral / active EE | $3,984 | $4,938-19.3% | $6,795-41.4% | $4,139-3.8% |
| Admin fee / account holder | $5,318 | $9,934-46.5% | $21,427-75.2% | $7,234-26.5% |