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 | $92,345 | $69,977+32.0% | $108,579-15.0% | $62,891+46.8% |
| Participation rate | 86.4% | 72.9%+13.5pp | 79.6%+6.8pp | 69.3%+17.1pp |
| Annual return | 6.11% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $869 | $2,135-59.3% | $3,758-76.9% | $2,281-61.9% |
| Participant deferral / active EE | $3,590 | $3,165+13.4% | $4,311-16.7% | $3,203+12.1% |
| Admin fee / account holder | $7,952 | $5,076+56.6% | $7,645+4.0% | $4,296+85.1% |