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 | $116,235 | $95,453+21.8% | $112,040+3.7% | $82,448+41.0% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 16.42% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,899 | $2,318+68.2% | $2,954+32.0% | $2,551+52.8% |
| Participant deferral / active EE | $4,981 | $4,224+17.9% | $5,098-2.3% | $4,139+20.3% |
| Admin fee / account holder | $3,529 | $9,013-60.9% | $12,098-70.8% | $7,234-51.2% |