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 | $148,978-8.0% | $200,582-31.7% | $84,808+61.6% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 18.01% | 28.16%-10.2pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,125 | $4,815+6.4% | $6,419-20.2% | $2,631+94.8% |
| Participant deferral / active EE | $7,372 | $7,142+3.2% | $9,331-21.0% | $4,212+75.0% |
| Admin fee / account holder | $1,503 | $13,977-89.2% | $16,305-90.8% | $7,344-79.5% |