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 | $96,640 | $76,367+26.5% | $93,606+3.2% | $72,985+32.4% |
| Participation rate | 80.6% | 71.7%+8.9pp | 75.8%+4.8pp | 69.5%+11.2pp |
| Annual return | 24.19% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,036 | $2,275+33.4% | $2,718+11.7% | $2,440+24.4% |
| Participant deferral / active EE | $3,602 | $3,538+1.8% | $4,069-11.5% | $3,607-0.1% |
| Admin fee / account holder | $6,821 | $6,838-0.2% | $7,888-13.5% | $5,124+33.1% |