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 | $95,701 | $89,355+7.1% | $141,162-32.2% | $72,985+31.1% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.0pp |
| Annual return | 24.15% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $5,436 | $3,114+74.5% | $4,735+14.8% | $2,440+122.8% |
| Participant deferral / active EE | $6,396 | $5,418+18.1% | $6,709-4.7% | $3,607+77.3% |
| Admin fee / account holder | $496 | $5,958-91.7% | $10,261-95.2% | $5,124-90.3% |