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 | $93,898 | $127,777-26.5% | $106,548-11.9% | $167,490-43.9% |
| Participation rate | 81.3% | 78.3%+3.0pp | 76.1%+5.1pp | 82.1%-0.9pp |
| Annual return | 17.27% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,063 | $3,427+18.6% | $2,819+44.1% | $4,837-16.0% |
| Participant deferral / active EE | $6,369 | $5,087+25.2% | $4,398+44.8% | $6,341+0.4% |
| Admin fee / account holder | $23,274 | $11,228+107.3% | $7,407+214.2% | $12,309+89.1% |