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 | $96,050 | $83,477+15.1% | $125,175-23.3% | $72,985+31.6% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.5%+15.6pp |
| Annual return | 22.85% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,240 | $2,345-4.5% | $3,865-42.0% | $2,440-8.2% |
| Participant deferral / active EE | $4,296 | $3,585+19.8% | $4,937-13.0% | $3,607+19.1% |
| Admin fee / account holder | $5,561 | $5,517+0.8% | $9,702-42.7% | $5,124+8.5% |