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 | $80,627 | $109,881-26.6% | $150,045-46.3% | $84,808-4.9% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,117 | $3,561-40.6% | $4,693-54.9% | $2,631-19.5% |
| Participant deferral / active EE | $5,537 | $6,636-16.6% | $7,997-30.8% | $4,212+31.5% |
| Admin fee / account holder | $13,499 | $8,568+57.5% | $13,435+0.5% | $7,344+83.8% |