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 | $114,296 | $83,477+36.9% | $125,175-8.7% | $72,985+56.6% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.5%+21.1pp |
| Annual return | 23.31% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,401 | $2,345+2.4% | $3,865-37.9% | $2,440-1.6% |
| Participant deferral / active EE | $9,632 | $3,585+168.7% | $4,937+95.1% | $3,607+167.0% |
| Admin fee / account holder | $9,077 | $5,517+64.5% | $9,702-6.4% | $5,124+77.1% |