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 | $102,970 | $117,983-12.7% | $101,794+1.2% | $142,382-27.7% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 12.99% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,548 | $2,773-8.1% | $2,289+11.3% | $4,299-40.7% |
| Participant deferral / active EE | $3,201 | $4,714-32.1% | $4,084-21.6% | $6,507-50.8% |
| Admin fee / account holder | $12,412 | $10,433+19.0% | $8,777+41.4% | $12,624-1.7% |