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 | $126,228 | $108,825+16.0% | $156,181-19.2% | $82,448+53.1% |
| Participation rate | 90.7% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 15.61% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,793 | $2,870-2.7% | $4,294-35.0% | $2,551+9.5% |
| Participant deferral / active EE | $7,130 | $4,577+55.8% | $6,132+16.3% | $4,139+72.3% |
| Admin fee / account holder | $5,262 | $9,341-43.7% | $14,586-63.9% | $7,234-27.3% |