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 | $88,674 | $90,503-2.0% | $78,689+12.7% | $273,961-67.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 7.48% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,193 | $3,176-30.9% | $2,851-23.1% | $4,869-55.0% |
| Participant deferral / active EE | $5,100 | $3,901+30.7% | $3,517+45.0% | $5,287-3.5% |
| Admin fee / account holder | $409 | $5,263-92.2% | $4,510-90.9% | $10,132-96.0% |