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 | $93,338 | $95,453-2.2% | $112,040-16.7% | $82,448+13.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 14.84% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $6,435 | $2,318+177.7% | $2,954+117.9% | $2,551+152.3% |
| Participant deferral / active EE | $2,741 | $4,224-35.1% | $5,098-46.2% | $4,139-33.8% |
| Admin fee / account holder | $690 | $9,013-92.3% | $12,098-94.3% | $7,234-90.5% |