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 | $103,733 | $109,881-5.6% | $150,045-30.9% | $84,808+22.3% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 14.60% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,014 | $3,561+12.7% | $4,693-14.5% | $2,631+52.5% |
| Participant deferral / active EE | $6,020 | $6,636-9.3% | $7,997-24.7% | $4,212+42.9% |
| Admin fee / account holder | $2,084 | $8,568-75.7% | $13,435-84.5% | $7,344-71.6% |