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 | $94,235 | $73,933+27.5% | $96,683-2.5% | $75,163+25.4% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.3pp | 67.2%+25.5pp |
| Annual return | 18.44% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,405 | $2,928+16.3% | $3,737-8.9% | $2,670+27.5% |
| Participant deferral / active EE | $7,712 | $3,659+110.8% | $4,878+58.1% | $4,125+86.9% |
| Admin fee / account holder | $9,715 | $5,216+86.3% | $6,730+44.4% | $5,651+71.9% |