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 | $93,783 | $81,248+15.4% | $155,509-39.7% | $80,856+16.0% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 12.01% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,574 | $3,100-17.0% | $4,672-44.9% | $2,755-6.6% |
| Participant deferral / active EE | $5,194 | $3,452+50.5% | $5,626-7.7% | $4,296+20.9% |
| Admin fee / account holder | $7,209 | $7,997-9.9% | $15,912-54.7% | $6,918+4.2% |