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 | $79,386 | $93,571-15.2% | $135,903-41.6% | $75,163+5.6% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 33.47% | 30.90%+2.6pp | 68.23%-34.8pp | 160.62%-127.1pp |
| Employer contribution / active EE | $3,361 | $3,537-5.0% | $4,856-30.8% | $2,670+25.9% |
| Participant deferral / active EE | $9,002 | $6,404+40.6% | $7,758+16.0% | $4,125+118.2% |
| Admin fee / account holder | $4,024 | $6,975-42.3% | $10,762-62.6% | $5,651-28.8% |