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 | $91,737 | $62,586+46.6% | $76,768+19.5% | $64,186+42.9% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 10.27% | -1.95%+12.2pp | 2.43%+7.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,593 | $1,832+41.5% | $2,485+4.3% | $2,381+8.9% |
| Participant deferral / active EE | $5,562 | $3,145+76.9% | $3,852+44.4% | $3,470+60.3% |
| Admin fee / account holder | $3,364 | $4,667-27.9% | $6,675-49.6% | $4,888-31.2% |