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 | $126,544 | $138,562-8.7% | $246,525-48.7% | $116,875+8.3% |
| Participation rate | 89.7% | 72.8%+16.8pp | 82.0%+7.7pp | 74.5%+15.1pp |
| Annual return | 14.37% | 16.14%-1.8pp | 0.46%+13.9pp | 16.29%-1.9pp |
| Employer contribution / active EE | $6,213 | $4,835+28.5% | $7,467-16.8% | $3,288+89.0% |
| Participant deferral / active EE | $3,464 | $4,207-17.7% | $5,422-36.1% | $3,885-10.8% |
| Admin fee / account holder | $14,510 | $18,110-19.9% | $16,551-12.3% | $12,263+18.3% |