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 | $101,520 | $80,968+25.4% | $96,544+5.2% | $75,163+35.1% |
| Participation rate | 85.5% | 71.8%+13.7pp | 76.0%+9.5pp | 67.2%+18.3pp |
| Annual return | 19.80% | 27.06%-7.3pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,455 | $2,282+139.0% | $2,965+84.0% | $2,670+104.3% |
| Participant deferral / active EE | $4,808 | $3,928+22.4% | $4,851-0.9% | $4,125+16.6% |
| Admin fee / account holder | $690 | $6,724-89.7% | $8,252-91.6% | $5,651-87.8% |