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 | $90,696 | $97,044-6.5% | $83,333+8.8% | $135,375-33.0% |
| Participation rate | 82.4% | 80.4%+1.9pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | 3.75% | 12.31%-8.6pp | 10.63%-6.9pp | 519.73%-516.0pp |
| Employer contribution / active EE | $2,175 | $4,143-47.5% | $3,379-35.6% | $4,779-54.5% |
| Participant deferral / active EE | $7,406 | $5,964+24.2% | $5,565+33.1% | $5,609+32.0% |
| Admin fee / account holder | $8,636 | $8,380+3.1% | $7,510+15.0% | $10,827-20.2% |