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 | $91,567 | $78,422+16.8% | $95,952-4.6% | $79,858+14.7% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 15.16% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,902 | $1,945+49.2% | $2,541+14.2% | $2,471+17.4% |
| Participant deferral / active EE | $5,099 | $3,440+48.2% | $4,167+22.4% | $3,740+36.3% |
| Admin fee / account holder | $3,920 | $5,622-30.3% | $6,795-42.3% | $5,306-26.1% |