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 | $113,953 | $146,267-22.1% | $197,124-42.2% | $82,448+38.2% |
| Participation rate | 78.8% | 84.0%-5.2pp | 86.7%-7.9pp | 68.1%+10.8pp |
| Annual return | 17.21% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,399 | $4,723+14.3% | $6,227-13.3% | $2,551+111.6% |
| Participant deferral / active EE | $11,570 | $7,035+64.5% | $9,135+26.7% | $4,139+179.5% |
| Admin fee / account holder | $13,375 | $14,422-7.3% | $16,298-17.9% | $7,234+84.9% |