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 | $115,966 | $95,453+21.5% | $112,040+3.5% | $82,448+40.7% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 12.43% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,126 | $2,318-8.3% | $2,954-28.0% | $2,551-16.7% |
| Participant deferral / active EE | $5,598 | $4,224+32.5% | $5,098+9.8% | $4,139+35.2% |
| Admin fee / account holder | $25,808 | $9,013+186.3% | $12,098+113.3% | $7,234+256.7% |