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 | $135,815 | $76,367+77.8% | $93,606+45.1% | $72,985+86.1% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 22.37% | 25.82%-3.4pp | 32.76%-10.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,546 | $2,275+11.9% | $2,718-6.3% | $2,440+4.3% |
| Participant deferral / active EE | $8,395 | $3,538+137.3% | $4,069+106.3% | $3,607+132.7% |
| Admin fee / account holder | $2,806 | $6,838-59.0% | $7,888-64.4% | $5,124-45.2% |