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 | $96,400 | $96,956-0.6% | $70,014+37.7% | $273,961-64.8% |
| Participation rate | 76.5% | 77.1%-0.6pp | 71.8%+4.7pp | 83.0%-6.5pp |
| Annual return | 3.41% | 12.93%-9.5pp | 12.99%-9.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,349 | $3,316-59.3% | $2,338-42.3% | $4,869-72.3% |
| Participant deferral / active EE | $2,358 | $3,744-37.0% | $2,931-19.5% | $5,287-55.4% |
| Admin fee / account holder | $2,604 | $7,934-67.2% | $4,380-40.6% | $10,132-74.3% |