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 | $112,480 | $123,793-9.1% | $177,821-36.7% | $79,858+40.9% |
| Participation rate | 93.5% | 84.7%+8.8pp | 87.7%+5.8pp | 69.6%+23.8pp |
| Annual return | 15.75% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,425 | $4,095-40.8% | $5,918-59.0% | $2,471-1.8% |
| Participant deferral / active EE | $4,955 | $5,956-16.8% | $7,714-35.8% | $3,740+32.5% |
| Admin fee / account holder | $8,166 | $7,243+12.7% | $12,427-34.3% | $5,306+53.9% |