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 | $109,609 | $125,758-12.8% | $169,993-35.5% | $75,163+45.8% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.0%-10.1pp | 67.2%+9.7pp |
| Annual return | 18.94% | 27.20%-8.3pp | 53.37%-34.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,579 | $4,615-0.8% | $6,785-32.5% | $2,670+71.5% |
| Participant deferral / active EE | $6,807 | $6,837-0.4% | $10,408-34.6% | $4,125+65.0% |
| Admin fee / account holder | $1,725 | $8,173-78.9% | $12,815-86.5% | $5,651-69.5% |