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 | $116,756 | $138,347-15.6% | $184,203-36.6% | $80,856+44.4% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 12.79% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,347 | $4,850-31.0% | $6,427-47.9% | $2,755+21.5% |
| Participant deferral / active EE | $6,004 | $7,071-15.1% | $9,131-34.2% | $4,296+39.8% |
| Admin fee / account holder | $1,771 | $10,483-83.1% | $13,901-87.3% | $6,918-74.4% |