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 | $97,546 | $123,793-21.2% | $177,821-45.1% | $79,858+22.1% |
| Participation rate | 95.7% | 84.7%+11.0pp | 87.7%+7.9pp | 69.6%+26.0pp |
| Annual return | 14.15% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,291 | $4,095+29.2% | $5,918-10.6% | $2,471+114.1% |
| Participant deferral / active EE | $3,261 | $5,956-45.2% | $7,714-57.7% | $3,740-12.8% |
| Admin fee / account holder | $9,061 | $7,243+25.1% | $12,427-27.1% | $5,306+70.8% |