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 | $99,527 | $89,355+11.4% | $141,162-29.5% | $72,985+36.4% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 21.34% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,032 | $3,114-34.7% | $4,735-57.1% | $2,440-16.7% |
| Participant deferral / active EE | $4,031 | $5,418-25.6% | $6,709-39.9% | $3,607+11.7% |
| Admin fee / account holder | $6,348 | $5,958+6.5% | $10,261-38.1% | $5,124+23.9% |