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 | $83,468 | $138,347-39.7% | $184,203-54.7% | $80,856+3.2% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,749 | $4,850-43.3% | $6,427-57.2% | $2,755-0.2% |
| Participant deferral / active EE | $4,153 | $7,071-41.3% | $9,131-54.5% | $4,296-3.3% |
| Admin fee / account holder | $2,339 | $10,483-77.7% | $13,901-83.2% | $6,918-66.2% |