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 | $84,137 | $76,552+9.9% | $123,892-32.1% | $62,891+33.8% |
| Participation rate | 87.3% | 73.0%+14.3pp | 81.4%+5.9pp | 69.3%+18.0pp |
| Annual return | 10.28% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,433 | $2,883-15.6% | $4,617-47.3% | $2,281+6.7% |
| Participant deferral / active EE | $4,844 | $4,840+0.1% | $5,984-19.0% | $3,203+51.2% |
| Admin fee / account holder | $2,365 | $4,826-51.0% | $8,357-71.7% | $4,296-44.9% |