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 | $108,194 | $107,334+0.8% | $92,893+16.5% | $152,861-29.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 19.90% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,440 | $4,221-42.2% | $3,653-33.2% | $4,762-48.8% |
| Participant deferral / active EE | $7,500 | $4,845+54.8% | $4,236+77.0% | $5,850+28.2% |
| Admin fee / account holder | $1,164 | $7,079-83.6% | $5,794-79.9% | $11,596-90.0% |