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 | $133,861 | $138,347-3.2% | $184,203-27.3% | $80,856+65.6% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.6%+17.5pp |
| Annual return | 18.63% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,712 | $4,850-64.7% | $6,427-73.4% | $2,755-37.9% |
| Participant deferral / active EE | $3,164 | $7,071-55.2% | $9,131-65.3% | $4,296-26.3% |
| Admin fee / account holder | $1,016 | $10,483-90.3% | $13,901-92.7% | $6,918-85.3% |