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 | $102,946 | $106,749-3.6% | $145,433-29.2% | $82,448+24.9% |
| Participation rate | 78.5% | 75.6%+2.8pp | 82.1%-3.6pp | 68.1%+10.4pp |
| Annual return | 17.43% | 27.59%-10.2pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,870 | $3,444+41.4% | $4,554+6.9% | $2,551+90.9% |
| Participant deferral / active EE | $5,467 | $6,519-16.1% | $7,897-30.8% | $4,139+32.1% |
| Admin fee / account holder | $6,317 | $8,390-24.7% | $13,129-51.9% | $7,234-12.7% |