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 | $99,042 | $109,881-9.9% | $150,045-34.0% | $84,808+16.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 19.60% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,962 | $3,561-16.8% | $4,693-36.9% | $2,631+12.6% |
| Participant deferral / active EE | $5,377 | $6,636-19.0% | $7,997-32.8% | $4,212+27.7% |
| Admin fee / account holder | $596 | $8,568-93.0% | $13,435-95.6% | $7,344-91.9% |