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 | $86,556 | $123,793-30.1% | $177,821-51.3% | $79,858+8.4% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 10.91% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,612 | $4,095-36.2% | $5,918-55.9% | $2,471+5.7% |
| Participant deferral / active EE | $3,530 | $5,956-40.7% | $7,714-54.2% | $3,740-5.6% |
| Admin fee / account holder | $2,332 | $7,243-67.8% | $12,427-81.2% | $5,306-56.0% |