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 | $125,553 | $123,793+1.4% | $177,821-29.4% | $79,858+57.2% |
| Participation rate | 75.9% | 84.7%-8.7pp | 87.7%-11.8pp | 69.6%+6.3pp |
| Annual return | 15.77% | 22.82%-7.0pp | 48.32%-32.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,447 | $4,095-40.2% | $5,918-58.7% | $2,471-1.0% |
| Participant deferral / active EE | $4,854 | $5,956-18.5% | $7,714-37.1% | $3,740+29.8% |
| Admin fee / account holder | $3,007 | $7,243-58.5% | $12,427-75.8% | $5,306-43.3% |