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 | $106,094 | $86,929+22.0% | $102,423+3.6% | $80,856+31.2% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 14.21% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,331 | $2,369-1.6% | $3,023-22.9% | $2,755-15.4% |
| Participant deferral / active EE | $6,162 | $4,118+49.6% | $5,053+21.9% | $4,296+43.4% |
| Admin fee / account holder | $2,589 | $8,049-67.8% | $9,451-72.6% | $6,918-62.6% |