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 3-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 | $100,008 | $146,267-31.6% | $197,124-49.3% | $82,448+21.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 15.84% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,784 | $4,723-19.9% | $6,227-39.2% | $2,551+48.3% |
| Participant deferral / active EE | $7,860 | $7,035+11.7% | $9,135-14.0% | $4,139+89.9% |
| Admin fee / account holder | $14,256 | $14,422-1.1% | $16,298-12.5% | $7,234+97.1% |