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 | $126,899 | $80,968+56.7% | $96,544+31.4% | $75,163+68.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 19.40% | 27.06%-7.7pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,409 | $2,282+5.6% | $2,965-18.7% | $2,670-9.8% |
| Participant deferral / active EE | $5,738 | $3,928+46.1% | $4,851+18.3% | $4,125+39.1% |
| Admin fee / account holder | $307 | $6,724-95.4% | $8,252-96.3% | $5,651-94.6% |