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 | $94,609 | $81,248+16.4% | $155,509-39.2% | $80,856+17.0% |
| Participation rate | 97.9% | 66.2%+31.7pp | 78.2%+19.7pp | 67.6%+30.3pp |
| Annual return | 11.85% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,615 | $3,100+113.4% | $4,672+41.6% | $2,755+140.1% |
| Participant deferral / active EE | $5,820 | $3,452+68.6% | $5,626+3.4% | $4,296+35.5% |
| Admin fee / account holder | $958 | $7,997-88.0% | $15,912-94.0% | $6,918-86.2% |