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 | $77,314 | $72,492+6.7% | $87,100-11.2% | $72,985+5.9% |
| Participation rate | 82.4% | 72.8%+9.5pp | 76.9%+5.5pp | 69.5%+12.9pp |
| Annual return | 23.64% | 24.46%-0.8pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,487 | $1,894+31.3% | $2,521-1.4% | $2,440+1.9% |
| Participant deferral / active EE | $11,396 | $3,270+248.5% | $4,049+181.5% | $3,607+215.9% |
| Admin fee / account holder | $8,342 | $5,055+65.0% | $7,497+11.3% | $5,124+62.8% |