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 | $92,712 | $91,190+1.7% | $178,490-48.1% | $79,858+16.1% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 11.45% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,612 | $3,256+41.7% | $5,011-7.9% | $2,471+86.7% |
| Participant deferral / active EE | $5,422 | $3,236+67.5% | $5,202+4.2% | $3,740+45.0% |
| Admin fee / account holder | $898 | $6,751-86.7% | $13,984-93.6% | $5,306-83.1% |