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 | $87,673 | $109,359-19.8% | $162,163-45.9% | $72,985+20.1% |
| Participation rate | 93.6% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 28.36% | 25.46%+2.9pp | 115.59%-87.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,915 | $3,907-25.4% | $5,614-48.1% | $2,440+19.5% |
| Participant deferral / active EE | $6,213 | $5,481+13.4% | $7,298-14.9% | $3,607+72.2% |
| Admin fee / account holder | $7,389 | $7,972-7.3% | $10,843-31.8% | $5,124+44.2% |