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 | $85,430 | $99,341-14.0% | $84,750+0.8% | $273,961-68.8% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.33% | 22.93%-17.6pp | 22.78%-17.5pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,281 | $4,214-45.9% | $3,574-36.2% | $4,869-53.2% |
| Participant deferral / active EE | $4,181 | $4,269-2.1% | $3,712+12.7% | $5,287-20.9% |
| Admin fee / account holder | $11,434 | $6,644+72.1% | $5,332+114.4% | $10,132+12.8% |