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 | $88,216 | $101,724-13.3% | $164,813-46.5% | $80,856+9.1% |
| Participation rate | 88.7% | 71.8%+16.9pp | 78.6%+10.1pp | 67.6%+21.0pp |
| Annual return | 14.47% | 16.72%-2.2pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,390 | $2,953+82.5% | $4,341+24.2% | $2,755+95.7% |
| Participant deferral / active EE | $7,856 | $4,477+75.5% | $6,031+30.3% | $4,296+82.9% |
| Admin fee / account holder | $12,614 | $8,227+53.3% | $12,690-0.6% | $6,918+82.3% |