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 | $93,818 | $109,881-14.6% | $150,045-37.5% | $84,808+10.6% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 16.53% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,026 | $3,561-15.0% | $4,693-35.5% | $2,631+15.0% |
| Participant deferral / active EE | $9,717 | $6,636+46.4% | $7,997+21.5% | $4,212+130.7% |
| Admin fee / account holder | $3,047 | $8,568-64.4% | $13,435-77.3% | $7,344-58.5% |