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 | $109,213 | $123,793-11.8% | $177,821-38.6% | $79,858+36.8% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 15.67% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,207 | $4,095-21.7% | $5,918-45.8% | $2,471+29.8% |
| Participant deferral / active EE | $5,047 | $5,956-15.3% | $7,714-34.6% | $3,740+34.9% |
| Admin fee / account holder | $9,297 | $7,243+28.4% | $12,427-25.2% | $5,306+75.2% |