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 | $93,019 | $78,422+18.6% | $95,952-3.1% | $79,858+16.5% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 16.70% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,960 | $1,945+52.2% | $2,541+16.5% | $2,471+19.8% |
| Participant deferral / active EE | $3,245 | $3,440-5.7% | $4,167-22.1% | $3,740-13.2% |
| Admin fee / account holder | $3,525 | $5,622-37.3% | $6,795-48.1% | $5,306-33.6% |