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 | $97,703 | $72,492+34.8% | $87,100+12.2% | $72,985+33.9% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,111 | $1,894-41.3% | $2,521-55.9% | $2,440-54.5% |
| Participant deferral / active EE | $5,324 | $3,270+62.8% | $4,049+31.5% | $3,607+47.6% |
| Admin fee / account holder | $2,365 | $5,055-53.2% | $7,497-68.5% | $5,124-53.9% |