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 | $92,673 | $106,749-13.2% | $145,433-36.3% | $82,448+12.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.59% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,804 | $3,444-18.6% | $4,554-38.4% | $2,551+9.9% |
| Participant deferral / active EE | $7,709 | $6,519+18.3% | $7,897-2.4% | $4,139+86.2% |
| Admin fee / account holder | $2,567 | $8,390-69.4% | $13,129-80.5% | $7,234-64.5% |