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 | $93,724 | $125,758-25.5% | $169,993-44.9% | $75,163+24.7% |
| Participation rate | 94.6% | 83.6%+11.1pp | 87.0%+7.6pp | 67.2%+27.5pp |
| Annual return | 18.60% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,501 | $4,615-24.1% | $6,785-48.4% | $2,670+31.1% |
| Participant deferral / active EE | $7,055 | $6,837+3.2% | $10,408-32.2% | $4,125+71.0% |
| Admin fee / account holder | $3,599 | $8,173-56.0% | $12,815-71.9% | $5,651-36.3% |