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 | $123,570 | $138,347-10.7% | $184,203-32.9% | $80,856+52.8% |
| Participation rate | 82.2% | 83.9%-1.6pp | 86.8%-4.6pp | 67.6%+14.6pp |
| Annual return | 12.69% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,416 | $4,850-50.2% | $6,427-62.4% | $2,755-12.3% |
| Participant deferral / active EE | $9,225 | $7,071+30.5% | $9,131+1.0% | $4,296+114.8% |
| Admin fee / account holder | $10,096 | $10,483-3.7% | $13,901-27.4% | $6,918+45.9% |