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 | $99,560 | $83,477+19.3% | $125,175-20.5% | $72,985+36.4% |
| Participation rate | 89.9% | 73.3%+16.5pp | 79.8%+10.1pp | 69.5%+20.4pp |
| Annual return | 17.61% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,176 | $2,345-7.2% | $3,865-43.7% | $2,440-10.8% |
| Participant deferral / active EE | $3,838 | $3,585+7.0% | $4,937-22.3% | $3,607+6.4% |
| Admin fee / account holder | $4,359 | $5,517-21.0% | $9,702-55.1% | $5,124-14.9% |