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 | $84,443 | $81,248+3.9% | $155,509-45.7% | $80,856+4.4% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 11.82% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,564 | $3,100+15.0% | $4,672-23.7% | $2,755+29.4% |
| Participant deferral / active EE | $3,233 | $3,452-6.3% | $5,626-42.5% | $4,296-24.7% |
| Admin fee / account holder | $9,164 | $7,997+14.6% | $15,912-42.4% | $6,918+32.5% |