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 | $94,293 | $80,968+16.5% | $96,544-2.3% | $75,163+25.5% |
| Participation rate | 85.2% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 15.95% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,243 | $2,282+42.1% | $2,965+9.4% | $2,670+21.5% |
| Participant deferral / active EE | $8,354 | $3,928+112.7% | $4,851+72.2% | $4,125+102.5% |
| Admin fee / account holder | $5,317 | $6,724-20.9% | $8,252-35.6% | $5,651-5.9% |