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 | $106,550 | $123,793-13.9% | $177,821-40.1% | $79,858+33.4% |
| Participation rate | 82.1% | 84.7%-2.5pp | 87.7%-5.6pp | 69.6%+12.5pp |
| Annual return | 17.57% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,112 | $4,095-48.4% | $5,918-64.3% | $2,471-14.5% |
| Participant deferral / active EE | $3,848 | $5,956-35.4% | $7,714-50.1% | $3,740+2.9% |
| Admin fee / account holder | $8,779 | $7,243+21.2% | $12,427-29.4% | $5,306+65.5% |