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 | $86,018 | $72,492+18.7% | $87,100-1.2% | $72,985+17.9% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 27.97% | 24.46%+3.5pp | 28.19%-0.2pp | 81.00%-53.0pp |
| Employer contribution / active EE | $6,734 | $1,894+255.6% | $2,521+167.1% | $2,440+176.0% |
| Participant deferral / active EE | $4,804 | $3,270+46.9% | $4,049+18.7% | $3,607+33.2% |
| Admin fee / account holder | $2,043 | $5,055-59.6% | $7,497-72.8% | $5,124-60.1% |