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 | $119,424 | $95,453+25.1% | $112,040+6.6% | $82,448+44.8% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 16.11% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,335 | $2,318+0.7% | $2,954-21.0% | $2,551-8.5% |
| Participant deferral / active EE | $5,415 | $4,224+28.2% | $5,098+6.2% | $4,139+30.8% |
| Admin fee / account holder | $5,049 | $9,013-44.0% | $12,098-58.3% | $7,234-30.2% |