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 | $104,076 | $67,606+53.9% | $82,313+26.4% | $70,131+48.4% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 15.31% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,603 | $1,755-8.6% | $2,428-34.0% | $2,342-31.6% |
| Participant deferral / active EE | $6,256 | $2,987+109.5% | $3,706+68.8% | $3,332+87.8% |
| Admin fee / account holder | $1,267 | $4,512-71.9% | $5,608-77.4% | $4,645-72.7% |