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 | $97,551 | $109,881-11.2% | $150,045-35.0% | $84,808+15.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 17.87% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,379 | $3,561+23.0% | $4,693-6.7% | $2,631+66.4% |
| Participant deferral / active EE | $7,198 | $6,636+8.5% | $7,997-10.0% | $4,212+70.9% |
| Admin fee / account holder | $11,516 | $8,568+34.4% | $13,435-14.3% | $7,344+56.8% |