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 | $100,696 | $96,557+4.3% | $80,975+24.4% | $273,961-63.2% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 9.81% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,527 | $4,868-27.5% | $3,714-5.0% | $4,869-27.6% |
| Participant deferral / active EE | $7,392 | $6,598+12.0% | $5,696+29.8% | $5,287+39.8% |
| Admin fee / account holder | $7,995 | $7,492+6.7% | $5,516+45.0% | $10,132-21.1% |