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 | $94,156 | $99,341-5.2% | $84,750+11.1% | $273,961-65.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.99% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $7,681 | $4,214+82.3% | $3,574+114.9% | $4,869+57.8% |
| Participant deferral / active EE | $3,602 | $4,269-15.6% | $3,712-2.9% | $5,287-31.9% |
| Admin fee / account holder | $19,331 | $6,644+190.9% | $5,332+262.5% | $10,132+90.8% |