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 | $80,145 | $60,349+32.8% | $74,183+8.0% | $62,891+27.4% |
| Participation rate | 96.7% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.4pp |
| Annual return | 8.18% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,961 | $1,680+16.7% | $2,370-17.3% | $2,281-14.0% |
| Participant deferral / active EE | $2,727 | $2,856-4.5% | $3,550-23.2% | $3,203-14.9% |
| Admin fee / account holder | $772 | $4,261-81.9% | $5,586-86.2% | $4,296-82.0% |