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 | $88,384 | $138,347-36.1% | $184,203-52.0% | $80,856+9.3% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,253 | $4,850+8.3% | $6,427-18.3% | $2,755+90.7% |
| Participant deferral / active EE | $8,898 | $7,071+25.8% | $9,131-2.6% | $4,296+107.1% |
| Admin fee / account holder | $22,468 | $10,483+114.3% | $13,901+61.6% | $6,918+224.8% |