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 | $101,681 | $109,359-7.0% | $162,163-37.3% | $72,985+39.3% |
| Participation rate | 97.2% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.7pp |
| Annual return | 19.73% | 25.46%-5.7pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,037 | $3,907+3.3% | $5,614-28.1% | $2,440+65.5% |
| Participant deferral / active EE | $2,915 | $5,481-46.8% | $7,298-60.1% | $3,607-19.2% |
| Admin fee / account holder | $1,789 | $7,972-77.6% | $10,843-83.5% | $5,124-65.1% |