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 | $91,177 | $86,929+4.9% | $102,423-11.0% | $80,856+12.8% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,175 | $2,369-8.2% | $3,023-28.1% | $2,755-21.1% |
| Participant deferral / active EE | $3,248 | $4,118-21.1% | $5,053-35.7% | $4,296-24.4% |
| Admin fee / account holder | $5,694 | $8,049-29.3% | $9,451-39.7% | $6,918-17.7% |