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 | $99,992 | $72,492+37.9% | $87,100+14.8% | $72,985+37.0% |
| Participation rate | 81.4% | 72.8%+8.5pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 20.29% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,609 | $1,894-15.0% | $2,521-36.2% | $2,440-34.0% |
| Participant deferral / active EE | $5,424 | $3,270+65.9% | $4,049+34.0% | $3,607+50.4% |
| Admin fee / account holder | $30,586 | $5,055+505.1% | $7,497+308.0% | $5,124+496.9% |