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 | $95,241 | $109,359-12.9% | $162,163-41.3% | $72,985+30.5% |
| Participation rate | 92.5% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+23.0pp |
| Annual return | 19.03% | 25.46%-6.4pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,267 | $3,907-42.0% | $5,614-59.6% | $2,440-7.1% |
| Participant deferral / active EE | $2,908 | $5,481-46.9% | $7,298-60.2% | $3,607-19.4% |
| Admin fee / account holder | $10,640 | $7,972+33.5% | $10,843-1.9% | $5,124+107.6% |