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 | $118,313 | $123,793-4.4% | $177,821-33.5% | $79,858+48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.01% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,907 | $4,095-53.4% | $5,918-67.8% | $2,471-22.8% |
| Participant deferral / active EE | $7,156 | $5,956+20.1% | $7,714-7.2% | $3,740+91.3% |
| Admin fee / account holder | $11,754 | $7,243+62.3% | $12,427-5.4% | $5,306+121.5% |