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 | $83,067 | $93,571-11.2% | $135,903-38.9% | $75,163+10.5% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 25.77% | 30.90%-5.1pp | 68.23%-42.5pp | 160.62%-134.8pp |
| Employer contribution / active EE | $7,175 | $3,537+102.9% | $4,856+47.7% | $2,670+168.7% |
| Participant deferral / active EE | $11,475 | $6,404+79.2% | $7,758+47.9% | $4,125+178.2% |
| Admin fee / account holder | $668 | $6,975-90.4% | $10,762-93.8% | $5,651-88.2% |