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 | $95,025 | $81,248+17.0% | $155,509-38.9% | $80,856+17.5% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.1pp | 67.6%+25.6pp |
| Annual return | 15.94% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,951 | $3,100+92.0% | $4,672+27.4% | $2,755+116.0% |
| Participant deferral / active EE | $5,780 | $3,452+67.5% | $5,626+2.7% | $4,296+34.5% |
| Admin fee / account holder | $6,035 | $7,997-24.5% | $15,912-62.1% | $6,918-12.8% |