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 | $98,493 | $96,484+2.1% | $75,886+29.8% | $152,861-35.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 21.91% | 33.98%-12.1pp | 30.76%-8.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,840 | $3,309-14.2% | $2,500+13.6% | $4,762-40.4% |
| Participant deferral / active EE | $6,006 | $4,553+31.9% | $3,603+66.7% | $5,850+2.7% |
| Admin fee / account holder | $8,116 | $8,078+0.5% | $5,418+49.8% | $11,596-30.0% |