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 | $99,306 | $106,749-7.0% | $145,433-31.7% | $82,448+20.4% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 18.48% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,987 | $3,444+15.8% | $4,554-12.5% | $2,551+56.3% |
| Participant deferral / active EE | $13,450 | $6,519+106.3% | $7,897+70.3% | $4,139+224.9% |
| Admin fee / account holder | $572 | $8,390-93.2% | $13,129-95.6% | $7,234-92.1% |