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 | $90,196 | $138,347-34.8% | $184,203-51.0% | $80,856+11.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 14.42% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,254 | $4,850-53.5% | $6,427-64.9% | $2,755-18.2% |
| Participant deferral / active EE | $6,462 | $7,071-8.6% | $9,131-29.2% | $4,296+50.4% |
| Admin fee / account holder | $5,141 | $10,483-51.0% | $13,901-63.0% | $6,918-25.7% |