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 | $81,184 | $72,277+12.3% | $101,248-19.8% | $79,858+1.7% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 12.74% | 22.30%-9.6pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,920 | $2,692+8.5% | $3,660-20.2% | $2,471+18.2% |
| Participant deferral / active EE | $5,705 | $3,282+73.8% | $4,370+30.5% | $3,740+52.5% |
| Admin fee / account holder | $1,639 | $4,400-62.8% | $5,945-72.4% | $5,306-69.1% |