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 | $92,626 | $70,475+31.4% | $100,516-7.8% | $79,858+16.0% |
| Participation rate | 96.3% | 73.7%+22.6pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 16.96% | 21.90%-4.9pp | 30.89%-13.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,328 | $2,165+7.5% | $3,418-31.9% | $2,471-5.8% |
| Participant deferral / active EE | $6,134 | $5,181+18.4% | $6,270-2.2% | $3,740+64.0% |
| Admin fee / account holder | $1,290 | $4,478-71.2% | $8,081-84.0% | $5,306-75.7% |