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 | $85,297 | $77,503+10.1% | $100,391-15.0% | $80,856+5.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.6%+7.4pp |
| Annual return | 15.90% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,656 | $2,801+66.2% | $3,942+18.1% | $2,755+69.0% |
| Participant deferral / active EE | $6,900 | $6,820+1.2% | $8,082-14.6% | $4,296+60.6% |
| Admin fee / account holder | $1,821 | $5,897-69.1% | $7,899-76.9% | $6,918-73.7% |