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 | $215,881 | $127,065+69.9% | $113,168+90.8% | $142,382+51.6% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 19.50% | 24.03%-4.5pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,937 | $3,442+101.5% | $2,975+133.2% | $4,299+61.4% |
| Participant deferral / active EE | $7,809 | $5,716+36.6% | $5,107+52.9% | $6,507+20.0% |
| Admin fee / account holder | $6,051 | $15,736-61.5% | $12,068-49.9% | $12,624-52.1% |