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 7-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 | $111,776 | $93,571+19.5% | $135,903-17.8% | $75,163+48.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 18.50% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,557 | $3,537+0.6% | $4,856-26.8% | $2,670+33.2% |
| Participant deferral / active EE | $10,983 | $6,404+71.5% | $7,758+41.6% | $4,125+166.3% |
| Admin fee / account holder | $790 | $6,975-88.7% | $10,762-92.7% | $5,651-86.0% |