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 | $87,439 | $93,071-6.1% | $74,583+17.2% | $273,961-68.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 1.97% | 26.18%-24.2pp | 20.47%-18.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $16,022 | $3,160+407.1% | $2,525+534.5% | $4,869+229.1% |
| Participant deferral / active EE | $14,171 | $4,160+240.6% | $3,458+309.8% | $5,287+168.0% |
| Admin fee / account holder | $1,768 | $5,272-66.5% | $4,138-57.3% | $10,132-82.5% |