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 | $103,960 | $123,793-16.0% | $177,821-41.5% | $79,858+30.2% |
| Participation rate | 83.0% | 84.7%-1.6pp | 87.7%-4.7pp | 69.6%+13.4pp |
| Annual return | 14.41% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,853 | $4,095-30.3% | $5,918-51.8% | $2,471+15.5% |
| Participant deferral / active EE | $6,009 | $5,956+0.9% | $7,714-22.1% | $3,740+60.7% |
| Admin fee / account holder | $9,806 | $7,243+35.4% | $12,427-21.1% | $5,306+84.8% |