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 | $98,033 | $76,552+28.1% | $123,892-20.9% | $62,891+55.9% |
| Participation rate | 91.9% | 73.0%+18.9pp | 81.4%+10.4pp | 69.3%+22.6pp |
| Annual return | 7.81% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,712 | $2,883-5.9% | $4,617-41.3% | $2,281+18.9% |
| Participant deferral / active EE | $5,388 | $4,840+11.3% | $5,984-10.0% | $3,203+68.2% |
| Admin fee / account holder | $4,085 | $4,826-15.3% | $8,357-51.1% | $4,296-4.9% |