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 | $93,578 | $109,881-14.8% | $150,045-37.6% | $84,808+10.3% |
| Participation rate | 94.3% | 76.1%+18.3pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,468 | $3,561-58.8% | $4,693-68.7% | $2,631-44.2% |
| Participant deferral / active EE | $8,677 | $6,636+30.8% | $7,997+8.5% | $4,212+106.0% |
| Admin fee / account holder | $7,601 | $8,568-11.3% | $13,435-43.4% | $7,344+3.5% |