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 | $108,825-16.7% | $156,181-42.0% | $82,448+9.9% |
| Participation rate | 85.0% | 72.4%+12.6pp | 78.8%+6.2pp | 68.1%+16.9pp |
| Annual return | 14.30% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,219 | $2,870-22.7% | $4,294-48.3% | $2,551-13.0% |
| Participant deferral / active EE | $6,520 | $4,577+42.4% | $6,132+6.3% | $4,139+57.5% |
| Admin fee / account holder | $3,934 | $9,341-57.9% | $14,586-73.0% | $7,234-45.6% |