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 | $132,365 | $72,492+82.6% | $87,100+52.0% | $72,985+81.4% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 25.20% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,514 | $1,894-20.1% | $2,521-39.9% | $2,440-37.9% |
| Participant deferral / active EE | $8,906 | $3,270+172.4% | $4,049+120.0% | $3,607+146.9% |
| Admin fee / account holder | $2,162 | $5,055-57.2% | $7,497-71.2% | $5,124-57.8% |