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 | $80,413 | $72,492+10.9% | $87,100-7.7% | $72,985+10.2% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 17.95% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,303 | $1,894+21.6% | $2,521-8.6% | $2,440-5.6% |
| Participant deferral / active EE | $4,592 | $3,270+40.5% | $4,049+13.4% | $3,607+27.3% |
| Admin fee / account holder | $7,071 | $5,055+39.9% | $7,497-5.7% | $5,124+38.0% |