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 | $97,922 | $90,503+8.2% | $78,689+24.4% | $273,961-64.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.88% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,789 | $3,176-12.2% | $2,851-2.1% | $4,869-42.7% |
| Participant deferral / active EE | $5,863 | $3,901+50.3% | $3,517+66.7% | $5,287+10.9% |
| Admin fee / account holder | $86,163 | $5,263+1537.1% | $4,510+1810.3% | $10,132+750.4% |