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 | $115,591 | $78,422+47.4% | $95,952+20.5% | $79,858+44.7% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 13.96% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,297 | $1,945+18.1% | $2,541-9.6% | $2,471-7.1% |
| Participant deferral / active EE | $4,972 | $3,440+44.6% | $4,167+19.3% | $3,740+32.9% |
| Admin fee / account holder | $3,361 | $5,622-40.2% | $6,795-50.5% | $5,306-36.7% |