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 | $95,615 | $96,956-1.4% | $70,014+36.6% | $273,961-65.1% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 3.25% | 12.93%-9.7pp | 12.99%-9.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,400 | $3,316-27.6% | $2,338+2.6% | $4,869-50.7% |
| Participant deferral / active EE | $11,500 | $3,744+207.2% | $2,931+292.4% | $5,287+117.5% |
| Admin fee / account holder | $11,592 | $7,934+46.1% | $4,380+164.6% | $10,132+14.4% |