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 | $92,430 | $73,933+25.0% | $96,683-4.4% | $75,163+23.0% |
| Participation rate | 89.2% | 66.4%+22.8pp | 74.3%+14.8pp | 67.2%+22.0pp |
| Annual return | 15.80% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,707 | $2,928+94.9% | $3,737+52.7% | $2,670+113.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,773 | $5,216-46.8% | $6,730-58.8% | $5,651-50.9% |