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 | $99,536 | $76,552+30.0% | $123,892-19.7% | $62,891+58.3% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,697 | $2,883-6.4% | $4,617-41.6% | $2,281+18.3% |
| Participant deferral / active EE | $6,856 | $4,840+41.7% | $5,984+14.6% | $3,203+114.0% |
| Admin fee / account holder | $1,446 | $4,826-70.0% | $8,357-82.7% | $4,296-66.3% |