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 | $88,553 | $123,793-28.5% | $177,821-50.2% | $79,858+10.9% |
| Participation rate | 96.5% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 16.91% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,903 | $4,095-4.7% | $5,918-34.0% | $2,471+58.0% |
| Participant deferral / active EE | $7,906 | $5,956+32.7% | $7,714+2.5% | $3,740+111.4% |
| Admin fee / account holder | $5,489 | $7,243-24.2% | $12,427-55.8% | $5,306+3.4% |