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 | $103,046 | $109,881-6.2% | $150,045-31.3% | $84,808+21.5% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,652 | $3,561-25.5% | $4,693-43.5% | $2,631+0.8% |
| Participant deferral / active EE | $9,324 | $6,636+40.5% | $7,997+16.6% | $4,212+121.4% |
| Admin fee / account holder | $967 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |