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 | $79,759 | $87,841-9.2% | $133,980-40.5% | $62,891+26.8% |
| Participation rate | 95.7% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.4pp |
| Annual return | 9.53% | 12.05%-2.5pp | 29.30%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,405 | $3,483-59.7% | $5,211-73.0% | $2,281-38.4% |
| Participant deferral / active EE | $3,812 | $4,812-20.8% | $6,282-39.3% | $3,203+19.0% |
| Admin fee / account holder | $1,982 | $5,371-63.1% | $9,324-78.7% | $4,296-53.9% |