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 | $125,408 | $73,933+69.6% | $96,683+29.7% | $75,163+66.8% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 19.97% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,766 | $2,928-5.5% | $3,737-26.0% | $2,670+3.6% |
| Participant deferral / active EE | $7,557 | $3,659+106.5% | $4,878+54.9% | $4,125+83.2% |
| Admin fee / account holder | $518 | $5,216-90.1% | $6,730-92.3% | $5,651-90.8% |