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 | $98,827 | $81,248+21.6% | $155,509-36.4% | $80,856+22.2% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 14.20% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,178 | $3,100+2.5% | $4,672-32.0% | $2,755+15.4% |
| Participant deferral / active EE | $5,864 | $3,452+69.9% | $5,626+4.2% | $4,296+36.5% |
| Admin fee / account holder | $3,508 | $7,997-56.1% | $15,912-78.0% | $6,918-49.3% |