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 | $116,246 | $99,341+17.0% | $84,750+37.2% | $273,961-57.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.30% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,435 | $4,214-42.2% | $3,574-31.9% | $4,869-50.0% |
| Participant deferral / active EE | $5,384 | $4,269+26.1% | $3,712+45.1% | $5,287+1.8% |
| Admin fee / account holder | $6,984 | $6,644+5.1% | $5,332+31.0% | $10,132-31.1% |