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 | $81,586 | $72,277+12.9% | $101,248-19.4% | $79,858+2.2% |
| Participation rate | 82.1% | 68.5%+13.6pp | 75.8%+6.2pp | 69.6%+12.4pp |
| Annual return | 18.78% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,034 | $2,692+12.7% | $3,660-17.1% | $2,471+22.8% |
| Participant deferral / active EE | $6,659 | $3,282+102.9% | $4,370+52.4% | $3,740+78.0% |
| Admin fee / account holder | $749 | $4,400-83.0% | $5,945-87.4% | $5,306-85.9% |