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 | $88,713 | $65,365+35.7% | $92,893-4.5% | $72,985+21.6% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 19.58% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,373 | $2,594-8.5% | $3,653-35.0% | $2,440-2.8% |
| Participant deferral / active EE | $4,946 | $3,128+58.1% | $4,236+16.8% | $3,607+37.1% |
| Admin fee / account holder | $4,983 | $4,251+17.2% | $5,794-14.0% | $5,124-2.8% |