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 | $100,656 | $148,978-32.4% | $200,582-49.8% | $84,808+18.7% |
| Participation rate | 82.2% | 84.2%-2.0pp | 86.9%-4.7pp | 68.3%+13.9pp |
| Annual return | 15.50% | 28.16%-12.7pp | 42.33%-26.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,054 | $4,815+5.0% | $6,419-21.3% | $2,631+92.1% |
| Participant deferral / active EE | $4,622 | $7,142-35.3% | $9,331-50.5% | $4,212+9.8% |
| Admin fee / account holder | $3,197 | $13,977-77.1% | $16,305-80.4% | $7,344-56.5% |