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 | $139,054 | $99,341+40.0% | $84,750+64.1% | $273,961-49.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 7.01% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $6,576 | $4,214+56.1% | $3,574+84.0% | $4,869+35.1% |
| Participant deferral / active EE | $4,008 | $4,269-6.1% | $3,712+8.0% | $5,287-24.2% |
| Admin fee / account holder | $7,506 | $6,644+13.0% | $5,332+40.8% | $10,132-25.9% |