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 | $109,394 | $148,978-26.6% | $200,582-45.5% | $84,808+29.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.87% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,756 | $4,815-22.0% | $6,419-41.5% | $2,631+42.8% |
| Participant deferral / active EE | $7,917 | $7,142+10.9% | $9,331-15.2% | $4,212+88.0% |
| Admin fee / account holder | $12,593 | $13,977-9.9% | $16,305-22.8% | $7,344+71.5% |