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 | $104,708 | $88,707+18.0% | $74,183+41.1% | $273,961-61.8% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 5.35% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,381 | $3,159-24.6% | $2,370+0.4% | $4,869-51.1% |
| Participant deferral / active EE | $4,654 | $4,212+10.5% | $3,550+31.1% | $5,287-12.0% |
| Admin fee / account holder | $2,837 | $8,717-67.5% | $5,586-49.2% | $10,132-72.0% |