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 | $92,843 | $76,552+21.3% | $123,892-25.1% | $62,891+47.6% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,615 | $2,883+60.1% | $4,6170% | $2,281+102.3% |
| Participant deferral / active EE | $5,755 | $4,840+18.9% | $5,984-3.8% | $3,203+79.7% |
| Admin fee / account holder | $1,286 | $4,826-73.3% | $8,357-84.6% | $4,296-70.1% |