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 | $101,497 | $109,881-7.6% | $150,045-32.4% | $84,808+19.7% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 17.48% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,299 | $3,561-63.5% | $4,693-72.3% | $2,631-50.6% |
| Participant deferral / active EE | $6,730 | $6,636+1.4% | $7,997-15.8% | $4,212+59.8% |
| Admin fee / account holder | $2,732 | $8,568-68.1% | $13,435-79.7% | $7,344-62.8% |