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 | $88,537 | $77,896+13.7% | $134,172-34.0% | $82,448+7.4% |
| Participation rate | 90.9% | 62.8%+28.1pp | 72.5%+18.4pp | 68.1%+22.8pp |
| Annual return | 21.15% | 18.21%+2.9pp | 25.30%-4.1pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,607 | $2,159+67.1% | $3,420+5.5% | $2,551+41.4% |
| Participant deferral / active EE | $8,215 | $3,162+159.8% | $4,690+75.1% | $4,139+98.5% |
| Admin fee / account holder | $6,188 | $6,336-2.3% | $12,016-48.5% | $7,234-14.5% |