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 6-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 | $109,962 | $138,347-20.5% | $184,203-40.3% | $80,856+36.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 11.31% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,807 | $4,850-21.5% | $6,427-40.8% | $2,755+38.2% |
| Participant deferral / active EE | $6,172 | $7,071-12.7% | $9,131-32.4% | $4,296+43.7% |
| Admin fee / account holder | $5,077 | $10,483-51.6% | $13,901-63.5% | $6,918-26.6% |