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 | $97,156 | $89,355+8.7% | $141,162-31.2% | $72,985+33.1% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 19.46% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,095 | $3,114-0.6% | $4,735-34.6% | $2,440+26.8% |
| Participant deferral / active EE | $5,074 | $5,418-6.3% | $6,709-24.4% | $3,607+40.7% |
| Admin fee / account holder | $42,595 | $5,958+614.9% | $10,261+315.1% | $5,124+731.2% |