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 | $92,582 | $79,944+15.8% | $98,439-6.0% | $75,163+23.2% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.2%+6.7pp | 67.2%+14.6pp |
| Annual return | 16.66% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,398 | $2,264+5.9% | $3,048-21.3% | $2,670-10.2% |
| Participant deferral / active EE | $7,466 | $3,752+99.0% | $4,738+57.6% | $4,125+81.0% |
| Admin fee / account holder | $2,713 | $6,840-60.3% | $8,948-69.7% | $5,651-52.0% |