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 | $95,263 | $65,365+45.7% | $92,893+2.6% | $72,985+30.5% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 19.18% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,609 | $2,594+0.6% | $3,653-28.6% | $2,440+6.9% |
| Participant deferral / active EE | $5,284 | $3,128+68.9% | $4,236+24.7% | $3,607+46.5% |
| Admin fee / account holder | $4,097 | $4,251-3.6% | $5,794-29.3% | $5,124-20.1% |