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 | $93,971 | $88,707+5.9% | $74,183+26.7% | $273,961-65.7% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 10.95% | 11.94%-1.0pp | 17.74%-6.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,661 | $3,159+47.5% | $2,370+96.6% | $4,869-4.3% |
| Participant deferral / active EE | $8,026 | $4,212+90.6% | $3,550+126.1% | $5,287+51.8% |
| Admin fee / account holder | $1,172 | $8,717-86.6% | $5,586-79.0% | $10,132-88.4% |