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 | $82,915 | $65,395+26.8% | $182,532-54.6% | $72,985+13.6% |
| Participation rate | 84.0% | 65.4%+18.6pp | 78.0%+6.0pp | 69.5%+14.5pp |
| Annual return | 26.74% | 27.68%-0.9pp | 148.54%-121.8pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,908 | $1,911+104.5% | $4,076-4.1% | $2,440+60.2% |
| Participant deferral / active EE | $8,582 | $3,563+140.9% | $5,524+55.4% | $3,607+137.9% |
| Admin fee / account holder | $9,662 | $4,245+127.6% | $8,592+12.5% | $5,124+88.5% |