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 | $109,881-11.7% | $150,045-35.3% | $84,808+14.4% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.8pp | 68.3%+6.2pp |
| Annual return | 19.06% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,703 | $3,561-24.1% | $4,693-42.4% | $2,631+2.7% |
| Participant deferral / active EE | $6,658 | $6,636+0.3% | $7,997-16.7% | $4,212+58.1% |
| Admin fee / account holder | $2,297 | $8,568-73.2% | $13,435-82.9% | $7,344-68.7% |