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 | $81,618 | $60,349+35.2% | $74,183+10.0% | $62,891+29.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 6.29% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,357 | $1,680+40.3% | $2,370-0.5% | $2,281+3.3% |
| Participant deferral / active EE | $4,523 | $2,856+58.4% | $3,550+27.4% | $3,203+41.2% |
| Admin fee / account holder | $3,721 | $4,261-12.7% | $5,586-33.4% | $4,296-13.4% |