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 | $90,025 | $94,625-4.9% | $116,228-22.5% | $84,808+6.2% |
| Participation rate | 94.8% | 70.4%+24.3pp | 74.6%+20.2pp | 68.3%+26.5pp |
| Annual return | 13.75% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,132 | $2,347-9.1% | $2,994-28.8% | $2,631-19.0% |
| Participant deferral / active EE | $3,460 | $3,972-12.9% | $4,953-30.1% | $4,212-17.8% |
| Admin fee / account holder | $29,388 | $10,091+191.2% | $11,989+145.1% | $7,344+300.2% |