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 | $123,569 | $87,870+40.6% | $113,168+9.2% | $74,304+66.3% |
| Participation rate | 92.6% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 19.42% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,659 | $2,277-27.2% | $2,975-44.2% | $2,241-26.0% |
| Participant deferral / active EE | $15,205 | $4,241+258.5% | $5,107+197.7% | $3,767+303.6% |
| Admin fee / account holder | $3,390 | $3,368+0.6% | $12,068-71.9% | $2,969+14.2% |