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 9-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 | $97,021 | $106,749-9.1% | $145,433-33.3% | $82,448+17.7% |
| Participation rate | 74.5% | 75.6%-1.1pp | 82.1%-7.6pp | 68.1%+6.4pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,703 | $3,444-21.5% | $4,554-40.7% | $2,551+5.9% |
| Participant deferral / active EE | $6,658 | $6,519+2.1% | $7,897-15.7% | $4,139+60.9% |
| Admin fee / account holder | $2,297 | $8,390-72.6% | $13,129-82.5% | $7,234-68.3% |