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 | $116,591 | $90,503+28.8% | $78,689+48.2% | $273,961-57.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.52% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,901 | $3,176-8.7% | $2,851+1.8% | $4,869-40.4% |
| Participant deferral / active EE | $9,995 | $3,901+156.2% | $3,517+184.2% | $5,287+89.0% |
| Admin fee / account holder | $466 | $5,263-91.2% | $4,510-89.7% | $10,132-95.4% |