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 | $90,599 | $109,413-17.2% | $156,263-42.0% | $84,808+6.8% |
| Participation rate | 85.0% | 72.7%+12.3pp | 78.9%+6.1pp | 68.3%+16.7pp |
| Annual return | 14.30% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,219 | $2,907-23.7% | $4,333-48.8% | $2,631-15.6% |
| Participant deferral / active EE | $6,520 | $4,590+42.1% | $6,158+5.9% | $4,212+54.8% |
| Admin fee / account holder | $3,934 | $9,357-58.0% | $14,255-72.4% | $7,344-46.4% |