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 | $99,581 | $99,341+0.2% | $84,750+17.5% | $273,961-63.7% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,230 | $4,214-47.1% | $3,574-37.6% | $4,869-54.2% |
| Participant deferral / active EE | $7,266 | $4,269+70.2% | $3,712+95.8% | $5,287+37.4% |
| Admin fee / account holder | $65,038 | $6,644+878.9% | $5,332+1119.7% | $10,132+541.9% |