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 5-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 | $88,859 | $87,037+2.1% | $106,201-16.3% | $80,874+9.9% |
| Participation rate | 82.2% | 70.4%+11.7pp | 75.3%+6.9pp | 67.6%+14.5pp |
| Annual return | 21.40% | 17.05%+4.3pp | 116.26%-94.9pp | 35.62%-14.2pp |
| Employer contribution / active EE | $2,141 | $2,396-10.6% | $3,170-32.4% | $2,756-22.3% |
| Participant deferral / active EE | $6,776 | $3,986+70.0% | $5,012+35.2% | $4,297+57.7% |
| Admin fee / account holder | $8,837 | $8,434+4.8% | $11,039-20.0% | $6,935+27.4% |