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 | $91,832 | $72,277+27.1% | $101,248-9.3% | $79,858+15.0% |
| Participation rate | 97.9% | 68.5%+29.5pp | 75.8%+22.1pp | 69.6%+28.3pp |
| Annual return | 12.18% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,168 | $2,692-19.4% | $3,660-40.7% | $2,471-12.2% |
| Participant deferral / active EE | $5,063 | $3,282+54.3% | $4,370+15.9% | $3,740+35.4% |
| Admin fee / account holder | $5,621 | $4,400+27.7% | $5,945-5.5% | $5,306+5.9% |