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 | $81,709 | $83,477-2.1% | $125,175-34.7% | $72,985+12.0% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.5%+14.4pp |
| Annual return | 20.10% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $4,910 | $2,345+109.4% | $3,865+27.0% | $2,440+101.2% |
| Participant deferral / active EE | $11,714 | $3,585+226.7% | $4,937+137.3% | $3,607+224.7% |
| Admin fee / account holder | $4,507 | $5,517-18.3% | $9,702-53.5% | $5,124-12.0% |