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 | $94,199 | $72,492+29.9% | $87,100+8.2% | $72,985+29.1% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 40.53% | 24.46%+16.1pp | 28.19%+12.3pp | 81.00%-40.5pp |
| Employer contribution / active EE | $3,059 | $1,894+61.5% | $2,521+21.3% | $2,440+25.4% |
| Participant deferral / active EE | $4,250 | $3,270+30.0% | $4,049+5.0% | $3,607+17.8% |
| Admin fee / account holder | $3,899 | $5,055-22.9% | $7,497-48.0% | $5,124-23.9% |