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 | $101,216 | $185,822-45.5% | $169,993-40.5% | $139,434-27.4% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 21.35% | 60.50%-39.2pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,579 | $7,590-39.7% | $6,785-32.5% | $4,751-3.6% |
| Participant deferral / active EE | $9,619 | $11,622-17.2% | $10,408-7.6% | $6,710+43.3% |
| Admin fee / account holder | $2,727 | $15,381-82.3% | $12,815-78.7% | $11,403-76.1% |