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 | $135,753 | $148,978-8.9% | $200,582-32.3% | $84,808+60.1% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 15.30% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,419 | $4,815-49.8% | $6,419-62.3% | $2,631-8.1% |
| Participant deferral / active EE | $4,916 | $7,142-31.2% | $9,331-47.3% | $4,212+16.7% |
| Admin fee / account holder | $4,313 | $13,977-69.1% | $16,305-73.5% | $7,344-41.3% |