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 | $86,049 | $99,341-13.4% | $84,750+1.5% | $273,961-68.6% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 3.70% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $10,745 | $4,214+155.0% | $3,574+200.6% | $4,869+120.7% |
| Participant deferral / active EE | $6,970 | $4,269+63.3% | $3,712+87.8% | $5,287+31.8% |
| Admin fee / account holder | $25,169 | $6,644+278.8% | $5,332+372.0% | $10,132+148.4% |