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 | $110,133 | $65,365+68.5% | $92,893+18.6% | $72,985+50.9% |
| Participation rate | 71.9% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.4pp |
| Annual return | 21.54% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,487 | $2,594-4.1% | $3,653-31.9% | $2,440+1.9% |
| Participant deferral / active EE | $4,796 | $3,128+53.3% | $4,236+13.2% | $3,607+33.0% |
| Admin fee / account holder | $505 | $4,251-88.1% | $5,794-91.3% | $5,124-90.2% |