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 | $90,487 | $123,793-26.9% | $177,821-49.1% | $79,858+13.3% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 12.93% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,028 | $4,095-50.5% | $5,918-65.7% | $2,471-17.9% |
| Participant deferral / active EE | $2,889 | $5,956-51.5% | $7,714-62.6% | $3,740-22.8% |
| Admin fee / account holder | $15,403 | $7,243+112.7% | $12,427+23.9% | $5,306+190.3% |