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 | $91,946 | $93,346-1.5% | $71,796+28.1% | $273,961-66.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 5.24% | 130.39%-125.1pp | 78.04%-72.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,569 | $2,733-42.6% | $1,924-18.5% | $4,869-67.8% |
| Participant deferral / active EE | $3,324 | $3,475-4.3% | $2,794+19.0% | $5,287-37.1% |
| Admin fee / account holder | $13,267 | $6,571+101.9% | $4,815+175.5% | $10,132+30.9% |