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 | $99,467 | $65,365+52.2% | $92,893+7.1% | $72,985+36.3% |
| Participation rate | 80.7% | 68.3%+12.4pp | 76.0%+4.7pp | 69.5%+11.2pp |
| Annual return | 20.96% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,605 | $2,594-38.1% | $3,653-56.1% | $2,440-34.2% |
| Participant deferral / active EE | $4,056 | $3,128+29.6% | $4,236-4.3% | $3,607+12.4% |
| Admin fee / account holder | $6,566 | $4,251+54.5% | $5,794+13.3% | $5,124+28.1% |