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 | $109,881-6.3% | $150,045-31.4% | $84,808+21.4% |
| Participation rate | 78.5% | 76.1%+2.4pp | 82.3%-3.8pp | 68.3%+10.2pp |
| Annual return | 17.43% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,870 | $3,561+36.8% | $4,693+3.8% | $2,631+85.1% |
| Participant deferral / active EE | $5,467 | $6,636-17.6% | $7,997-31.6% | $4,212+29.8% |
| Admin fee / account holder | $6,317 | $8,568-26.3% | $13,435-53.0% | $7,344-14.0% |