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 | $232,096 | $135,952+70.7% | $123,892+87.3% | $273,961-15.3% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 5.35% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,820 | $5,170-6.8% | $4,617+4.4% | $4,869-1.0% |
| Participant deferral / active EE | $9,775 | $6,343+54.1% | $5,984+63.4% | $5,287+84.9% |
| Admin fee / account holder | $4,212 | $9,817-57.1% | $8,357-49.6% | $10,132-58.4% |