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 | $134,657 | $72,492+85.8% | $87,100+54.6% | $72,985+84.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 20.58% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,486 | $1,894+31.3% | $2,521-1.4% | $2,440+1.9% |
| Participant deferral / active EE | $5,690 | $3,270+74.0% | $4,049+40.5% | $3,607+57.7% |
| Admin fee / account holder | $3,248 | $5,055-35.7% | $7,497-56.7% | $5,124-36.6% |