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 | $100,447 | $94,031+6.8% | $115,768-13.2% | $82,448+21.8% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.4%-2.4pp | 68.1%+3.9pp |
| Annual return | 15.29% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,244 | $2,323-3.4% | $2,940-23.7% | $2,551-12.0% |
| Participant deferral / active EE | $5,481 | $3,972+38.0% | $4,917+11.5% | $4,139+32.4% |
| Admin fee / account holder | $35,302 | $10,249+244.4% | $12,439+183.8% | $7,234+388.0% |