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 | $92,827 | $69,977+32.7% | $108,579-14.5% | $62,891+47.6% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.4pp | 69.3%+23.6pp |
| Annual return | 8.36% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,412 | $2,135+153.5% | $3,758+44.0% | $2,281+137.3% |
| Participant deferral / active EE | $4,012 | $3,165+26.8% | $4,311-6.9% | $3,203+25.3% |
| Admin fee / account holder | $5,525 | $5,076+8.8% | $7,645-27.7% | $4,296+28.6% |