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 | $87,163 | $125,758-30.7% | $169,993-48.7% | $75,163+16.0% |
| Participation rate | 84.5% | 83.6%+0.9pp | 87.0%-2.5pp | 67.2%+17.3pp |
| Annual return | 23.78% | 27.20%-3.4pp | 53.37%-29.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $8,375 | $4,615+81.5% | $6,785+23.4% | $2,670+213.7% |
| Participant deferral / active EE | $15,631 | $6,837+128.6% | $10,408+50.2% | $4,125+278.9% |
| Admin fee / account holder | $1,318 | $8,173-83.9% | $12,815-89.7% | $5,651-76.7% |