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 | $76,544 | $93,571-18.2% | $135,903-43.7% | $75,163+1.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 16.49% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,834 | $3,537+36.7% | $4,856-0.4% | $2,670+81.1% |
| Participant deferral / active EE | $13,224 | $6,404+106.5% | $7,758+70.5% | $4,125+220.6% |
| Admin fee / account holder | $2,021 | $6,975-71.0% | $10,762-81.2% | $5,651-64.2% |