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 | $94,357 | $123,793-23.8% | $177,821-46.9% | $79,858+18.2% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 13.04% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,438 | $4,095-64.9% | $5,918-75.7% | $2,471-41.8% |
| Participant deferral / active EE | $2,899 | $5,956-51.3% | $7,714-62.4% | $3,740-22.5% |
| Admin fee / account holder | $8,275 | $7,243+14.3% | $12,427-33.4% | $5,306+55.9% |