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 | $76,891 | $65,365+17.6% | $92,893-17.2% | $72,985+5.4% |
| Participation rate | 70.7% | 68.3%+2.4pp | 76.0%-5.3pp | 69.5%+1.2pp |
| Annual return | 20.30% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $7,612 | $2,594+193.4% | $3,653+108.4% | $2,440+212.0% |
| Participant deferral / active EE | $4,114 | $3,128+31.5% | $4,236-2.9% | $3,607+14.0% |
| Admin fee / account holder | $632 | $4,251-85.1% | $5,794-89.1% | $5,124-87.7% |