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 | $88,815 | $85,766+3.6% | $136,294-34.8% | $70,131+26.6% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 16.79% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,362 | $2,966+13.3% | $4,695-28.4% | $2,342+43.5% |
| Participant deferral / active EE | $7,001 | $5,051+38.6% | $6,247+12.1% | $3,332+110.1% |
| Admin fee / account holder | $739 | $5,420-86.4% | $9,243-92.0% | $4,645-84.1% |