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 | $93,873 | $109,359-14.2% | $162,163-42.1% | $72,985+28.6% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 19.06% | 25.46%-6.4pp | 115.59%-96.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,201 | $3,907-43.7% | $5,614-60.8% | $2,440-9.8% |
| Participant deferral / active EE | $3,063 | $5,481-44.1% | $7,298-58.0% | $3,607-15.1% |
| Admin fee / account holder | $1,201 | $7,972-84.9% | $10,843-88.9% | $5,124-76.6% |