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 | $99,183 | $73,981+34.1% | $105,722-6.2% | $62,891+57.7% |
| Participation rate | 87.0% | 71.7%+15.3pp | 78.9%+8.0pp | 69.3%+17.7pp |
| Annual return | 9.89% | 17.60%-7.7pp | 12.25%-2.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,323 | $2,856+16.3% | $4,079-18.5% | $2,281+45.7% |
| Participant deferral / active EE | $4,785 | $4,038+18.5% | $5,326-10.1% | $3,203+49.4% |
| Admin fee / account holder | $565 | $5,976-90.5% | $8,308-93.2% | $4,296-86.8% |