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 | $88,886 | $81,248+9.4% | $155,509-42.8% | $80,856+9.9% |
| Participation rate | 83.8% | 66.2%+17.6pp | 78.2%+5.6pp | 67.6%+16.1pp |
| Annual return | 18.04% | 33.31%-15.3pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,038 | $3,100-2.0% | $4,672-35.0% | $2,755+10.3% |
| Participant deferral / active EE | $3,555 | $3,452+3.0% | $5,626-36.8% | $4,296-17.3% |
| Admin fee / account holder | $1,983 | $7,997-75.2% | $15,912-87.5% | $6,918-71.3% |