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 | $120,727 | $80,968+49.1% | $96,544+25.0% | $75,163+60.6% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 19.28% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,276 | $2,282+87.4% | $2,965+44.2% | $2,670+60.2% |
| Participant deferral / active EE | $3,550 | $3,928-9.6% | $4,851-26.8% | $4,125-13.9% |
| Admin fee / account holder | $920 | $6,724-86.3% | $8,252-88.9% | $5,651-83.7% |