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 | $94,797 | $76,367+24.1% | $93,606+1.3% | $72,985+29.9% |
| Participation rate | 85.9% | 71.7%+14.2pp | 75.8%+10.1pp | 69.5%+16.5pp |
| Annual return | 20.42% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,406 | $2,275-38.2% | $2,718-48.3% | $2,440-42.4% |
| Participant deferral / active EE | $3,453 | $3,538-2.4% | $4,069-15.1% | $3,607-4.3% |
| Admin fee / account holder | $3,461 | $6,838-49.4% | $7,888-56.1% | $5,124-32.5% |