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 | $66,294 | $60,349+9.9% | $74,183-10.6% | $62,891+5.4% |
| Participation rate | 91.1% | 72.7%+18.4pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | 7.11% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,859 | $1,680+189.2% | $2,370+105.0% | $2,281+113.0% |
| Participant deferral / active EE | $5,344 | $2,856+87.1% | $3,550+50.6% | $3,203+66.9% |
| Admin fee / account holder | $456 | $4,261-89.3% | $5,586-91.8% | $4,296-89.4% |