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 | $112,622 | $90,503+24.4% | $78,689+43.1% | $273,961-58.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.01% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $8,422 | $3,176+165.2% | $2,851+195.4% | $4,869+73.0% |
| Participant deferral / active EE | $3,002 | $3,901-23.1% | $3,517-14.7% | $5,287-43.2% |
| Admin fee / account holder | $330 | $5,263-93.7% | $4,510-92.7% | $10,132-96.7% |