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 | $101,161 | $91,552+10.5% | $133,956-24.5% | $79,858+26.7% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | 21.94% | 61.85%-39.9pp | 45.09%-23.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,397 | $2,384+42.5% | $3,919-13.3% | $2,471+37.5% |
| Participant deferral / active EE | $6,580 | $3,733+76.2% | $5,048+30.4% | $3,740+75.9% |
| Admin fee / account holder | $473 | $6,321-92.5% | $8,927-94.7% | $5,306-91.1% |