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 | $74,927+27.9% | $101,794-5.9% | $84,808+13.0% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 14.88% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,322 | $1,522-13.1% | $2,289-42.2% | $2,631-49.7% |
| Participant deferral / active EE | $7,893 | $3,099+154.7% | $4,084+93.3% | $4,212+87.4% |
| Admin fee / account holder | $24,748 | $6,514+279.9% | $8,777+182.0% | $7,344+237.0% |