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 | $115,729 | $83,477+38.6% | $125,175-7.5% | $72,985+58.6% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 24.02% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,173 | $2,345+35.3% | $3,865-17.9% | $2,440+30.0% |
| Participant deferral / active EE | $7,964 | $3,585+122.1% | $4,937+61.3% | $3,607+120.8% |
| Admin fee / account holder | $1,303 | $5,517-76.4% | $9,702-86.6% | $5,124-74.6% |