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 | $103,100 | $89,355+15.4% | $141,162-27.0% | $72,985+41.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 22.61% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,268 | $3,114+4.9% | $4,735-31.0% | $2,440+33.9% |
| Participant deferral / active EE | $6,697 | $5,418+23.6% | $6,709-0.2% | $3,607+85.7% |
| Admin fee / account holder | $6,370 | $5,958+6.9% | $10,261-37.9% | $5,124+24.3% |