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 | $98,607 | $148,978-33.8% | $200,582-50.8% | $84,808+16.3% |
| Participation rate | 83.1% | 84.2%-1.2pp | 86.9%-3.8pp | 68.3%+14.7pp |
| Annual return | 17.75% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,537 | $4,815-47.3% | $6,419-60.5% | $2,631-3.6% |
| Participant deferral / active EE | $5,221 | $7,142-26.9% | $9,331-44.1% | $4,212+24.0% |
| Admin fee / account holder | $6,302 | $13,977-54.9% | $16,305-61.4% | $7,344-14.2% |