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 | $104,217 | $80,968+28.7% | $96,544+7.9% | $75,163+38.7% |
| Participation rate | 82.0% | 71.8%+10.2pp | 76.0%+6.0pp | 67.2%+14.8pp |
| Annual return | 17.33% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,294 | $2,282+0.5% | $2,965-22.6% | $2,670-14.1% |
| Participant deferral / active EE | $5,815 | $3,928+48.0% | $4,851+19.9% | $4,125+41.0% |
| Admin fee / account holder | $621 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |