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 | $104,203 | $123,793-15.8% | $177,821-41.4% | $79,858+30.5% |
| Participation rate | 95.1% | 84.7%+10.5pp | 87.7%+7.4pp | 69.6%+25.5pp |
| Annual return | 14.47% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,530 | $4,095-13.8% | $5,918-40.4% | $2,471+42.9% |
| Participant deferral / active EE | $2,968 | $5,956-50.2% | $7,714-61.5% | $3,740-20.7% |
| Admin fee / account holder | $10,650 | $7,243+47.0% | $12,427-14.3% | $5,306+100.7% |