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 | $91,699 | $72,492+26.5% | $87,100+5.3% | $72,985+25.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 24.56% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,209 | $1,894+16.6% | $2,521-12.4% | $2,440-9.5% |
| Participant deferral / active EE | $4,571 | $3,270+39.8% | $4,049+12.9% | $3,607+26.7% |
| Admin fee / account holder | $8,592 | $5,055+70.0% | $7,497+14.6% | $5,124+67.7% |