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 | $106,489 | $109,881-3.1% | $150,045-29.0% | $84,808+25.6% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,675 | $3,561-24.9% | $4,693-43.0% | $2,631+1.7% |
| Participant deferral / active EE | $8,256 | $6,636+24.4% | $7,997+3.2% | $4,212+96.0% |
| Admin fee / account holder | $2,832 | $8,568-66.9% | $13,435-78.9% | $7,344-61.4% |