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 | $96,103 | $118,680-19.0% | $98,907-2.8% | $158,922-39.5% |
| Participation rate | 79.2% | 77.8%+1.3pp | 76.0%+3.1pp | 82.0%-2.8pp |
| Annual return | 18.86% | 372.35%-353.5pp | 196.43%-177.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,320 | $3,333-30.4% | $2,689-13.7% | $4,761-51.3% |
| Participant deferral / active EE | $5,102 | $5,088+0.3% | $4,244+20.2% | $5,982-14.7% |
| Admin fee / account holder | $11,120 | $10,131+9.8% | $6,642+67.4% | $11,246-1.1% |