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 | $83,018 | $96,137-13.6% | $136,007-39.0% | $80,874+2.7% |
| Participation rate | 91.8% | 71.2%+20.6pp | 76.5%+15.3pp | 67.6%+24.1pp |
| Annual return | 22.41% | 28.70%-6.3pp | 579.32%-556.9pp | 35.62%-13.2pp |
| Employer contribution / active EE | $3,472 | $3,350+3.6% | $4,215-17.6% | $2,756+26.0% |
| Participant deferral / active EE | $5,487 | $5,706-3.8% | $7,024-21.9% | $4,297+27.7% |
| Admin fee / account holder | $2,337 | $8,236-71.6% | $6,858-65.9% | $6,935-66.3% |