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 | $115,341 | $79,557+45.0% | $118,746-2.9% | $70,131+64.5% |
| Participation rate | 84.9% | 71.4%+13.6pp | 78.3%+6.7pp | 69.5%+15.4pp |
| Annual return | 17.18% | 25.64%-8.5pp | 24.54%-7.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,118 | $2,861-26.0% | $4,193-49.5% | $2,342-9.6% |
| Participant deferral / active EE | $4,550 | $4,089+11.3% | $5,332-14.7% | $3,332+36.6% |
| Admin fee / account holder | $3,082 | $5,374-42.7% | $10,720-71.3% | $4,645-33.7% |