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 | $100,862 | $123,793-18.5% | $177,821-43.3% | $79,858+26.3% |
| Participation rate | 93.2% | 84.7%+8.6pp | 87.7%+5.5pp | 69.6%+23.6pp |
| Annual return | 15.05% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,779 | $4,095+16.7% | $5,918-19.2% | $2,471+93.4% |
| Participant deferral / active EE | $7,522 | $5,956+26.3% | $7,714-2.5% | $3,740+101.1% |
| Admin fee / account holder | $1,702 | $7,243-76.5% | $12,427-86.3% | $5,306-67.9% |