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 | $158,546 | $107,452+47.6% | $91,541+73.2% | $142,382+11.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 10.21% | 22.06%-11.8pp | 20.50%-10.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,192 | $2,994+40.0% | $2,505+67.4% | $4,299-2.5% |
| Participant deferral / active EE | $11,671 | $4,754+145.5% | $4,008+191.2% | $6,507+79.4% |
| Admin fee / account holder | $4,000 | $8,834-54.7% | $6,956-42.5% | $12,624-68.3% |