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 | $99,393 | $43,327+129.4% | $59,878+66.0% | $64,186+54.9% |
| Participation rate | 83.1% | 69.2%+13.9pp | 74.7%+8.4pp | 69.6%+13.5pp |
| Annual return | 8.48% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,293 | $2,028+13.1% | $2,722-15.7% | $2,381-3.7% |
| Participant deferral / active EE | $5,674 | $2,546+122.9% | $3,402+66.8% | $3,470+63.5% |
| Admin fee / account holder | $2,822 | $3,005-6.1% | $3,590-21.4% | $4,888-42.3% |