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 | $98,031 | $136,307-28.1% | $106,619-8.1% | $273,961-64.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 78.0%-4.3pp | 83.0%-9.3pp |
| Annual return | 10.98% | 11.05%-0.1pp | 9.42%+1.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,392 | $5,190-73.2% | $3,947-64.7% | $4,869-71.4% |
| Participant deferral / active EE | $4,197 | $4,969-15.6% | $3,930+6.8% | $5,287-20.6% |
| Admin fee / account holder | $836 | $8,625-90.3% | $6,418-87.0% | $10,132-91.7% |