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 | $109,118 | $81,248+34.3% | $155,509-29.8% | $80,856+35.0% |
| Participation rate | 82.2% | 66.2%+16.0pp | 78.2%+4.0pp | 67.6%+14.6pp |
| Annual return | 15.60% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,742 | $3,100+20.7% | $4,672-19.9% | $2,755+35.8% |
| Participant deferral / active EE | $7,775 | $3,452+125.3% | $5,626+38.2% | $4,296+81.0% |
| Admin fee / account holder | $1,982 | $7,997-75.2% | $15,912-87.5% | $6,918-71.3% |