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 | $99,781 | $123,793-19.4% | $177,821-43.9% | $79,858+24.9% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 20.75% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,530 | $4,095-38.2% | $5,918-57.2% | $2,471+2.4% |
| Participant deferral / active EE | $4,379 | $5,956-26.5% | $7,714-43.2% | $3,740+17.1% |
| Admin fee / account holder | $3,362 | $7,243-53.6% | $12,427-72.9% | $5,306-36.6% |