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 | $98,312 | $79,944+23.0% | $98,439-0.1% | $75,163+30.8% |
| Participation rate | 91.4% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.2pp |
| Annual return | 18.74% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,706 | $2,264+19.5% | $3,048-11.2% | $2,670+1.4% |
| Participant deferral / active EE | $5,827 | $3,752+55.3% | $4,738+23.0% | $4,125+41.3% |
| Admin fee / account holder | $2,488 | $6,840-63.6% | $8,948-72.2% | $5,651-56.0% |