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 | $96,793 | $109,413-11.5% | $156,263-38.1% | $84,808+14.1% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 22.34% | 20.18%+2.2pp | 59.47%-37.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,795 | $2,907-3.9% | $4,333-35.5% | $2,631+6.2% |
| Participant deferral / active EE | $6,175 | $4,590+34.5% | $6,158+0.3% | $4,212+46.6% |
| Admin fee / account holder | $1,623 | $9,357-82.7% | $14,255-88.6% | $7,344-77.9% |