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 | $55,865 | $48,076+16.2% | $78,689-29.0% | $62,891-11.2% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 8.77% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,196 | $2,015+9.0% | $2,851-23.0% | $2,281-3.7% |
| Participant deferral / active EE | $4,495 | $2,588+73.7% | $3,517+27.8% | $3,203+40.3% |
| Admin fee / account holder | $2,048 | $3,207-36.1% | $4,510-54.6% | $4,296-52.3% |