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 | $115,815 | $72,492+59.8% | $87,100+33.0% | $72,985+58.7% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.9%+7.3pp | 69.5%+14.6pp |
| Annual return | 18.46% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $704 | $1,894-62.8% | $2,521-72.1% | $2,440-71.1% |
| Participant deferral / active EE | $5,372 | $3,270+64.3% | $4,049+32.7% | $3,607+48.9% |
| Admin fee / account holder | $10,062 | $5,055+99.1% | $7,497+34.2% | $5,124+96.4% |