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 | $99,600 | $148,978-33.1% | $200,582-50.3% | $84,808+17.4% |
| Participation rate | 92.1% | 84.2%+7.9pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 16.20% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,848 | $4,815-40.8% | $6,419-55.6% | $2,631+8.3% |
| Participant deferral / active EE | $4,817 | $7,142-32.6% | $9,331-48.4% | $4,212+14.4% |
| Admin fee / account holder | $1,149 | $13,977-91.8% | $16,305-93.0% | $7,344-84.4% |