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 | $93,290 | $74,927+24.5% | $101,794-8.4% | $84,808+10.0% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 16.47% | 18.70%-2.2pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,515 | $1,522-0.4% | $2,289-33.8% | $2,631-42.4% |
| Participant deferral / active EE | $5,387 | $3,099+73.8% | $4,084+31.9% | $4,212+27.9% |
| Admin fee / account holder | $2,296 | $6,514-64.8% | $8,777-73.8% | $7,344-68.7% |