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 | $99,557 | $83,477+19.3% | $125,175-20.5% | $72,985+36.4% |
| Participation rate | 92.5% | 73.3%+19.1pp | 79.8%+12.7pp | 69.5%+23.0pp |
| Annual return | 25.93% | 25.78%+0.2pp | 43.79%-17.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,961 | $2,345+26.2% | $3,865-23.4% | $2,440+21.3% |
| Participant deferral / active EE | $4,820 | $3,585+34.4% | $4,937-2.4% | $3,607+33.6% |
| Admin fee / account holder | $1,287 | $5,517-76.7% | $9,702-86.7% | $5,124-74.9% |