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 | $90,415 | $76,552+18.1% | $123,892-27.0% | $62,891+43.8% |
| Participation rate | 86.8% | 73.0%+13.9pp | 81.4%+5.4pp | 69.3%+17.5pp |
| Annual return | 6.23% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,632 | $2,883-8.7% | $4,617-43.0% | $2,281+15.4% |
| Participant deferral / active EE | $3,197 | $4,840-33.9% | $5,984-46.6% | $3,203-0.2% |
| Admin fee / account holder | $6,790 | $4,826+40.7% | $8,357-18.7% | $4,296+58.1% |