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 | $55,104 | $87,841-37.3% | $133,980-58.9% | $62,891-12.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 5.73% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,009 | $3,483-42.3% | $5,211-61.5% | $2,281-11.9% |
| Participant deferral / active EE | $4,530 | $4,812-5.9% | $6,282-27.9% | $3,203+41.4% |
| Admin fee / account holder | $6,175 | $5,371+15.0% | $9,324-33.8% | $4,296+43.8% |