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 | $91,757 | $98,750-7.1% | $149,696-38.7% | $79,858+14.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 24.49% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $3,134 | $3,216-2.6% | $4,644-32.5% | $2,471+26.8% |
| Participant deferral / active EE | $3,742 | $5,680-34.1% | $6,842-45.3% | $3,740+0.1% |
| Admin fee / account holder | $2,674 | $6,053-55.8% | $9,309-71.3% | $5,306-49.6% |