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 | $106,787 | $109,881-2.8% | $150,045-28.8% | $84,808+25.9% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,277 | $3,561+20.1% | $4,693-8.9% | $2,631+62.5% |
| Participant deferral / active EE | $9,086 | $6,636+36.9% | $7,997+13.6% | $4,212+115.7% |
| Admin fee / account holder | $5,797 | $8,568-32.3% | $13,435-56.9% | $7,344-21.1% |