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 | $114,664 | $123,793-7.4% | $177,821-35.5% | $79,858+43.6% |
| Participation rate | 86.1% | 84.7%+1.5pp | 87.7%-1.6pp | 69.6%+16.5pp |
| Annual return | 14.75% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,264 | $4,095+28.5% | $5,918-11.1% | $2,471+113.1% |
| Participant deferral / active EE | $5,978 | $5,956+0.4% | $7,714-22.5% | $3,740+59.8% |
| Admin fee / account holder | $6,511 | $7,243-10.1% | $12,427-47.6% | $5,306+22.7% |