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 | $101,348 | $148,978-32.0% | $200,582-49.5% | $84,808+19.5% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 24.91% | 28.16%-3.3pp | 42.33%-17.4pp | 40.90%-16.0pp |
| Employer contribution / active EE | $5,967 | $4,815+23.9% | $6,419-7.0% | $2,631+126.8% |
| Participant deferral / active EE | $12,976 | $7,142+81.7% | $9,331+39.1% | $4,212+208.1% |
| Admin fee / account holder | $7,110 | $13,977-49.1% | $16,305-56.4% | $7,344-3.2% |