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 | $85,152 | $138,347-38.5% | $184,203-53.8% | $80,856+5.3% |
| Participation rate | 71.0% | 83.9%-12.9pp | 86.8%-15.9pp | 67.6%+3.3pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,456 | $4,850-49.4% | $6,427-61.8% | $2,755-10.8% |
| Participant deferral / active EE | $4,340 | $7,071-38.6% | $9,131-52.5% | $4,296+1.0% |
| Admin fee / account holder | $4,434 | $10,483-57.7% | $13,901-68.1% | $6,918-35.9% |