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 | $82,900 | $84,233-1.6% | $170,442-51.4% | $70,131+18.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 14.03% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,041 | $3,387-10.2% | $5,433-44.0% | $2,342+29.8% |
| Participant deferral / active EE | $4,646 | $3,086+50.6% | $4,939-5.9% | $3,332+39.5% |
| Admin fee / account holder | $2,667 | $5,698-53.2% | $13,880-80.8% | $4,645-42.6% |