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 | $137,026 | $146,267-6.3% | $197,124-30.5% | $82,448+66.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 18.01% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $5,125 | $4,723+8.5% | $6,227-17.7% | $2,551+100.9% |
| Participant deferral / active EE | $7,372 | $7,035+4.8% | $9,135-19.3% | $4,139+78.1% |
| Admin fee / account holder | $1,503 | $14,422-89.6% | $16,298-90.8% | $7,234-79.2% |