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 | $93,890 | $109,359-14.1% | $162,163-42.1% | $72,985+28.6% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.8pp |
| Annual return | 20.25% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $3,003 | $3,907-23.2% | $5,614-46.5% | $2,440+23.1% |
| Participant deferral / active EE | $5,699 | $5,481+4.0% | $7,298-21.9% | $3,607+58.0% |
| Admin fee / account holder | $12,649 | $7,972+58.7% | $10,843+16.7% | $5,124+146.8% |