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 3-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 | $123,872 | $148,978-16.9% | $200,582-38.2% | $84,808+46.1% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.5pp | 68.3%+26.0pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,553 | $4,815-47.0% | $6,419-60.2% | $2,631-3.0% |
| Participant deferral / active EE | $7,464 | $7,142+4.5% | $9,331-20.0% | $4,212+77.2% |
| Admin fee / account holder | $12,499 | $13,977-10.6% | $16,305-23.3% | $7,344+70.2% |