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 | $96,640 | $81,248+18.9% | $155,509-37.9% | $80,856+19.5% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 11.12% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,013 | $3,100+29.4% | $4,672-14.1% | $2,755+45.7% |
| Participant deferral / active EE | $1,802 | $3,452-47.8% | $5,626-68.0% | $4,296-58.1% |
| Admin fee / account holder | $3,147 | $7,997-60.6% | $15,912-80.2% | $6,918-54.5% |