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 | $96,788 | $83,477+15.9% | $125,175-22.7% | $72,985+32.6% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 17.57% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,743 | $2,345-25.7% | $3,865-54.9% | $2,440-28.6% |
| Participant deferral / active EE | $5,849 | $3,585+63.1% | $4,937+18.5% | $3,607+62.1% |
| Admin fee / account holder | $4,075 | $5,517-26.1% | $9,702-58.0% | $5,124-20.5% |