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 | $184,998 | $109,881+68.4% | $150,045+23.3% | $84,808+118.1% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 21.61% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,681 | $3,561-24.7% | $4,693-42.9% | $2,631+1.9% |
| Participant deferral / active EE | $7,093 | $6,636+6.9% | $7,997-11.3% | $4,212+68.4% |
| Admin fee / account holder | $17,233 | $8,568+101.1% | $13,435+28.3% | $7,344+134.7% |