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 | $64,619 | $46,553+38.8% | $64,056+0.9% | $75,163-14.0% |
| Participation rate | 95.2% | 65.9%+29.3pp | 72.3%+22.9pp | 67.2%+28.0pp |
| Annual return | 20.31% | 26.03%-5.7pp | 33.69%-13.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,094 | $1,974+56.7% | $2,747+12.6% | $2,670+15.9% |
| Participant deferral / active EE | $8,837 | $2,837+211.5% | $3,880+127.7% | $4,125+114.2% |
| Admin fee / account holder | $3,292 | $2,952+11.5% | $3,068+7.3% | $5,651-41.7% |