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 | $90,163 | $106,749-15.5% | $145,433-38.0% | $82,448+9.4% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,097 | $3,444-10.1% | $4,554-32.0% | $2,551+21.4% |
| Participant deferral / active EE | $7,188 | $6,519+10.3% | $7,897-9.0% | $4,139+73.7% |
| Admin fee / account holder | $20,638 | $8,390+146.0% | $13,129+57.2% | $7,234+185.3% |