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 | $103,793 | $87,841+18.2% | $133,980-22.5% | $62,891+65.0% |
| Participation rate | 84.2% | 83.4%+0.8pp | 87.1%-2.9pp | 69.3%+14.9pp |
| Annual return | 5.69% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,258 | $3,483+22.3% | $5,211-18.3% | $2,281+86.7% |
| Participant deferral / active EE | $10,369 | $4,812+115.5% | $6,282+65.1% | $3,203+223.7% |
| Admin fee / account holder | $4,032 | $5,371-24.9% | $9,324-56.8% | $4,296-6.1% |