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 | $114,430 | $99,341+15.2% | $84,750+35.0% | $273,961-58.2% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 3.31% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.1pp |
| Employer contribution / active EE | $3,583 | $4,214-15.0% | $3,574+0.3% | $4,869-26.4% |
| Participant deferral / active EE | $4,989 | $4,269+16.9% | $3,712+34.4% | $5,287-5.6% |
| Admin fee / account holder | $4,668 | $6,644-29.7% | $5,332-12.5% | $10,132-53.9% |