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 3-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 | $95,168 | $210,408-54.8% | $153,485-38.0% | $145,922-34.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 15.21% | 13.37%+1.8pp | 15.65%-0.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,483 | $6,048+40.3% | $5,039+68.4% | $4,660+82.1% |
| Participant deferral / active EE | $17,993 | $7,975+125.6% | $6,757+166.3% | $6,688+169.0% |
| Admin fee / account holder | $909 | $19,419-95.3% | $12,724-92.9% | $13,397-93.2% |