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 | $99,892 | $109,413-8.7% | $156,263-36.1% | $84,808+17.8% |
| Participation rate | 73.0% | 72.7%+0.3pp | 78.9%-5.9pp | 68.3%+4.7pp |
| Annual return | 21.46% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,449 | $2,907-15.8% | $4,333-43.5% | $2,631-6.9% |
| Participant deferral / active EE | $6,082 | $4,590+32.5% | $6,158-1.2% | $4,212+44.4% |
| Admin fee / account holder | $1,967 | $9,357-79.0% | $14,255-86.2% | $7,344-73.2% |