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 | $97,955 | $146,267-33.0% | $197,124-50.3% | $82,448+18.8% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 17.30% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,268 | $4,723+11.5% | $6,227-15.4% | $2,551+106.5% |
| Participant deferral / active EE | $8,651 | $7,035+23.0% | $9,135-5.3% | $4,139+109.0% |
| Admin fee / account holder | $481 | $14,422-96.7% | $16,298-97.0% | $7,234-93.3% |