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 | $104,979 | $76,367+37.5% | $93,606+12.1% | $72,985+43.8% |
| Participation rate | 92.2% | 71.7%+20.4pp | 75.8%+16.3pp | 69.5%+22.7pp |
| Annual return | 23.68% | 25.82%-2.1pp | 32.76%-9.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,019 | $2,275-11.3% | $2,718-25.7% | $2,440-17.3% |
| Participant deferral / active EE | $4,969 | $3,538+40.5% | $4,069+22.1% | $3,607+37.8% |
| Admin fee / account holder | $6,252 | $6,838-8.6% | $7,888-20.7% | $5,124+22.0% |