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 | $90,486 | $73,933+22.4% | $96,683-6.4% | $75,163+20.4% |
| Participation rate | 79.3% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.1pp |
| Annual return | 19.70% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,133 | $2,928-27.2% | $3,737-42.9% | $2,670-20.1% |
| Participant deferral / active EE | $6,217 | $3,659+69.9% | $4,878+27.4% | $4,125+50.7% |
| Admin fee / account holder | $2,322 | $5,216-55.5% | $6,730-65.5% | $5,651-58.9% |