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 | $103,248 | $109,881-6.0% | $150,045-31.2% | $84,808+21.7% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 19.00% | 28.25%-9.2pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,737 | $3,561-51.2% | $4,693-63.0% | $2,631-34.0% |
| Participant deferral / active EE | $9,483 | $6,636+42.9% | $7,997+18.6% | $4,212+125.2% |
| Admin fee / account holder | $5,929 | $8,568-30.8% | $13,435-55.9% | $7,344-19.3% |