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 | $90,628 | $76,367+18.7% | $93,606-3.2% | $72,985+24.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.10% | 25.82%-8.7pp | 32.76%-15.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,642 | $2,275+16.1% | $2,718-2.8% | $2,440+8.3% |
| Participant deferral / active EE | $6,456 | $3,538+82.5% | $4,069+58.7% | $3,607+79.0% |
| Admin fee / account holder | $1,798 | $6,838-73.7% | $7,888-77.2% | $5,124-64.9% |