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 | $121,322 | $148,978-18.6% | $200,582-39.5% | $84,808+43.1% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 13.49% | 28.16%-14.7pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,758 | $4,815-22.0% | $6,419-41.5% | $2,631+42.8% |
| Participant deferral / active EE | $7,646 | $7,142+7.1% | $9,331-18.1% | $4,212+81.5% |
| Admin fee / account holder | $9,705 | $13,977-30.6% | $16,305-40.5% | $7,344+32.2% |