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 | $91,874 | $96,557-4.8% | $80,975+13.5% | $273,961-66.5% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 4.96% | 15.14%-10.2pp | 17.10%-12.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,625 | $4,868-46.1% | $3,714-29.3% | $4,869-46.1% |
| Participant deferral / active EE | $5,480 | $6,598-16.9% | $5,696-3.8% | $5,287+3.6% |
| Admin fee / account holder | $9,186 | $7,492+22.6% | $5,516+66.6% | $10,132-9.3% |