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 | $129,881 | $72,277+79.7% | $101,248+28.3% | $79,858+62.6% |
| Participation rate | 79.5% | 68.5%+11.1pp | 75.8%+3.7pp | 69.6%+9.9pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,442 | $2,692-9.3% | $3,660-33.3% | $2,471-1.2% |
| Participant deferral / active EE | $4,344 | $3,282+32.4% | $4,370-0.6% | $3,740+16.2% |
| Admin fee / account holder | $17,136 | $4,400+289.4% | $5,945+188.2% | $5,306+222.9% |