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 | $95,825 | $73,787+29.9% | $98,716-2.9% | $82,448+16.2% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 14.88% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,322 | $1,511-12.5% | $2,279-42.0% | $2,551-48.2% |
| Participant deferral / active EE | $7,893 | $3,081+156.1% | $4,048+95.0% | $4,139+90.7% |
| Admin fee / account holder | $24,748 | $6,500+280.7% | $8,703+184.4% | $7,234+242.1% |