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 9-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 | $98,124 | $109,359-10.3% | $162,163-39.5% | $72,985+34.4% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.6%+3.6pp | 69.5%+21.7pp |
| Annual return | 27.73% | 25.46%+2.3pp | 115.59%-87.9pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,805 | $3,907-53.8% | $5,614-67.8% | $2,440-26.0% |
| Participant deferral / active EE | $4,379 | $5,481-20.1% | $7,298-40.0% | $3,607+21.4% |
| Admin fee / account holder | $9,825 | $7,972+23.2% | $10,843-9.4% | $5,124+91.7% |