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 | $93,787 | $58,577+60.1% | $83,333+12.5% | $64,186+46.1% |
| Participation rate | 97.7% | 72.0%+25.6pp | 77.8%+19.9pp | 69.6%+28.1pp |
| Annual return | -5.76% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,514 | $2,098-27.9% | $3,379-55.2% | $2,381-36.4% |
| Participant deferral / active EE | $3,811 | $4,654-18.1% | $5,565-31.5% | $3,470+9.8% |
| Admin fee / account holder | $5,385 | $9,275-41.9% | $7,510-28.3% | $4,888+10.2% |