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 | $91,274 | $78,422+16.4% | $95,952-4.9% | $79,858+14.3% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,691 | $1,945-13.1% | $2,541-33.4% | $2,471-31.6% |
| Participant deferral / active EE | $5,409 | $3,440+57.2% | $4,167+29.8% | $3,740+44.6% |
| Admin fee / account holder | $10,814 | $5,622+92.4% | $6,795+59.1% | $5,306+103.8% |