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 | $93,471 | $89,355+4.6% | $141,162-33.8% | $72,985+28.1% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 23.04% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,682 | $3,114-46.0% | $4,735-64.5% | $2,440-31.1% |
| Participant deferral / active EE | $4,745 | $5,418-12.4% | $6,709-29.3% | $3,607+31.5% |
| Admin fee / account holder | $954 | $5,958-84.0% | $10,261-90.7% | $5,124-81.4% |