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 | $107,977 | $118,450-8.8% | $98,439+9.7% | $139,434-22.6% |
| Participation rate | 95.0% | 77.4%+17.6pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 15.90% | 18.94%-3.0pp | 21.16%-5.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,283 | $3,609-36.7% | $3,048-25.1% | $4,751-51.9% |
| Participant deferral / active EE | $4,187 | $5,392-22.3% | $4,738-11.6% | $6,710-37.6% |
| Admin fee / account holder | $2,184 | $14,026-84.4% | $8,948-75.6% | $11,403-80.8% |