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 | $102,734 | $106,749-3.8% | $145,433-29.4% | $82,448+24.6% |
| Participation rate | 76.5% | 75.6%+0.8pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 15.75% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,213 | $3,444-6.7% | $4,554-29.5% | $2,551+25.9% |
| Participant deferral / active EE | $6,875 | $6,519+5.5% | $7,897-13.0% | $4,139+66.1% |
| Admin fee / account holder | $22,571 | $8,390+169.0% | $13,129+71.9% | $7,234+212.0% |