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 | $93,244 | $96,557-3.4% | $80,975+15.2% | $273,961-66.0% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.8%+15.5pp | 83.0%+8.3pp |
| Annual return | 8.30% | 15.14%-6.8pp | 17.10%-8.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,803 | $4,868-42.4% | $3,714-24.5% | $4,869-42.4% |
| Participant deferral / active EE | $6,763 | $6,598+2.5% | $5,696+18.7% | $5,287+27.9% |
| Admin fee / account holder | $1,882 | $7,492-74.9% | $5,516-65.9% | $10,132-81.4% |