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 | $103,235 | $123,793-16.6% | $177,821-41.9% | $79,858+29.3% |
| Participation rate | 86.3% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 20.06% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $4,390 | $4,095+7.2% | $5,918-25.8% | $2,471+77.7% |
| Participant deferral / active EE | $10,485 | $5,956+76.0% | $7,714+35.9% | $3,740+180.3% |
| Admin fee / account holder | $3,956 | $7,243-45.4% | $12,427-68.2% | $5,306-25.4% |