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 | $77,239 | $67,606+14.2% | $82,313-6.2% | $70,131+10.1% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.8pp |
| Annual return | 18.09% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,794 | $1,755+59.2% | $2,428+15.1% | $2,342+19.3% |
| Participant deferral / active EE | $7,126 | $2,987+138.6% | $3,706+92.3% | $3,332+113.9% |
| Admin fee / account holder | $3,545 | $4,512-21.4% | $5,608-36.8% | $4,645-23.7% |