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 | $103,164 | $93,571+10.3% | $135,903-24.1% | $75,163+37.3% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 18.25% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,134 | $3,537-39.7% | $4,856-56.1% | $2,670-20.1% |
| Participant deferral / active EE | $7,254 | $6,404+13.3% | $7,758-6.5% | $4,125+75.8% |
| Admin fee / account holder | $3,953 | $6,975-43.3% | $10,762-63.3% | $5,651-30.0% |