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 | $75,311 | $109,359-31.1% | $162,163-53.6% | $72,985+3.2% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 21.84% | 25.46%-3.6pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,988 | $3,907+27.7% | $5,614-11.1% | $2,440+104.5% |
| Participant deferral / active EE | $5,192 | $5,481-5.3% | $7,298-28.9% | $3,607+43.9% |
| Admin fee / account holder | $5,803 | $7,972-27.2% | $10,843-46.5% | $5,124+13.2% |