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 | $91,870 | $108,825-15.6% | $156,181-41.2% | $82,448+11.4% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 16.65% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,187 | $2,870+80.7% | $4,294+20.8% | $2,551+103.3% |
| Participant deferral / active EE | $8,812 | $4,577+92.5% | $6,132+43.7% | $4,139+112.9% |
| Admin fee / account holder | $10,124 | $9,341+8.4% | $14,586-30.6% | $7,234+39.9% |