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 | $90,333 | $109,881-17.8% | $150,045-39.8% | $84,808+6.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 18.02% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,181 | $3,561-10.7% | $4,693-32.2% | $2,631+20.9% |
| Participant deferral / active EE | $5,496 | $6,636-17.2% | $7,997-31.3% | $4,212+30.5% |
| Admin fee / account holder | $403 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |