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 | $128,806 | $76,367+68.7% | $93,606+37.6% | $72,985+76.5% |
| Participation rate | 88.9% | 71.7%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 18.01% | 25.82%-7.8pp | 32.76%-14.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,483 | $2,275+9.1% | $2,718-8.6% | $2,440+1.8% |
| Participant deferral / active EE | $4,606 | $3,538+30.2% | $4,069+13.2% | $3,607+27.7% |
| Admin fee / account holder | $2,299 | $6,838-66.4% | $7,888-70.9% | $5,124-55.1% |