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 | $112,737 | $72,492+55.5% | $87,100+29.4% | $72,985+54.5% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 16.42% | 24.46%-8.0pp | 28.19%-11.8pp | 81.00%-64.6pp |
| Employer contribution / active EE | $3,909 | $1,894+106.4% | $2,521+55.0% | $2,440+60.2% |
| Participant deferral / active EE | $4,771 | $3,270+45.9% | $4,049+17.8% | $3,607+32.3% |
| Admin fee / account holder | $2,368 | $5,055-53.2% | $7,497-68.4% | $5,124-53.8% |