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 | $96,241 | $99,341-3.1% | $84,750+13.6% | $273,961-64.9% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 7.23% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,445 | $4,214-65.7% | $3,574-59.6% | $4,869-70.3% |
| Participant deferral / active EE | $5,780 | $4,269+35.4% | $3,712+55.7% | $5,287+9.3% |
| Admin fee / account holder | $11,050 | $6,644+66.3% | $5,332+107.2% | $10,132+9.1% |