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 | $90,973 | $138,385-34.3% | $184,200-50.6% | $80,874+12.5% |
| Participation rate | 91.5% | 83.9%+7.7pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 15.22% | 20.02%-4.8pp | 28.80%-13.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $4,092 | $4,849-15.6% | $6,424-36.3% | $2,756+48.5% |
| Participant deferral / active EE | $7,746 | $7,073+9.5% | $9,132-15.2% | $4,297+80.3% |
| Admin fee / account holder | $1,265 | $10,483-87.9% | $13,907-90.9% | $6,935-81.8% |