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 | $89,226 | $72,492+23.1% | $87,100+2.4% | $72,985+22.3% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 23.92% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,444 | $1,894+29.1% | $2,521-3.1% | $2,440+0.2% |
| Participant deferral / active EE | $5,670 | $3,270+73.4% | $4,049+40.0% | $3,607+57.2% |
| Admin fee / account holder | $8,864 | $5,055+75.4% | $7,497+18.2% | $5,124+73.0% |