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 | $82,502 | $86,929-5.1% | $102,423-19.4% | $80,856+2.0% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 15.10% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,541 | $2,369+7.2% | $3,023-16.0% | $2,755-7.8% |
| Participant deferral / active EE | $7,512 | $4,118+82.4% | $5,053+48.7% | $4,296+74.9% |
| Admin fee / account holder | $6,473 | $8,049-19.6% | $9,451-31.5% | $6,918-6.4% |