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 | $97,273 | $109,359-11.1% | $162,163-40.0% | $72,985+33.3% |
| Participation rate | 77.2% | 84.3%-7.1pp | 87.6%-10.4pp | 69.5%+7.7pp |
| Annual return | 20.76% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,208 | $3,907-69.1% | $5,614-78.5% | $2,440-50.5% |
| Participant deferral / active EE | $3,732 | $5,481-31.9% | $7,298-48.9% | $3,607+3.5% |
| Admin fee / account holder | $9,827 | $7,972+23.3% | $10,843-9.4% | $5,124+91.8% |