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 | $97,217 | $106,749-8.9% | $145,433-33.2% | $82,448+17.9% |
| Participation rate | 75.7% | 75.6%+0.1pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 17.75% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,648 | $3,444+34.9% | $4,554+2.0% | $2,551+82.2% |
| Participant deferral / active EE | $6,094 | $6,519-6.5% | $7,897-22.8% | $4,139+47.2% |
| Admin fee / account holder | $1,678 | $8,390-80.0% | $13,129-87.2% | $7,234-76.8% |