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 | $116,577 | $78,422+48.7% | $95,952+21.5% | $79,858+46.0% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 10.38% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,926 | $1,945-1.0% | $2,541-24.2% | $2,471-22.1% |
| Participant deferral / active EE | $6,305 | $3,440+83.3% | $4,167+51.3% | $3,740+68.6% |
| Admin fee / account holder | $1,854 | $5,622-67.0% | $6,795-72.7% | $5,306-65.1% |