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 | $94,078 | $76,552+22.9% | $123,892-24.1% | $62,891+49.6% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 12.65% | 18.68%-6.0pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,329 | $2,883-53.9% | $4,617-71.2% | $2,281-41.7% |
| Participant deferral / active EE | $6,645 | $4,840+37.3% | $5,984+11.0% | $3,203+107.5% |
| Admin fee / account holder | $476 | $4,826-90.1% | $8,357-94.3% | $4,296-88.9% |