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 | $98,013 | $197,591-50.4% | $177,821-44.9% | $158,922-38.3% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 8.08% | 58.76%-50.7pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,070 | $6,697-69.1% | $5,918-65.0% | $4,761-56.5% |
| Participant deferral / active EE | $4,786 | $8,405-43.1% | $7,714-38.0% | $5,982-20.0% |
| Admin fee / account holder | $681 | $15,399-95.6% | $12,427-94.5% | $11,246-93.9% |