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 | $107,725 | $76,552+40.7% | $123,892-13.0% | $62,891+71.3% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 9.61% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,908 | $2,883+70.3% | $4,617+6.3% | $2,281+115.2% |
| Participant deferral / active EE | $3,913 | $4,840-19.1% | $5,984-34.6% | $3,203+22.2% |
| Admin fee / account holder | $31,945 | $4,826+562.0% | $8,357+282.3% | $4,296+643.7% |