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 | $89,960 | $98,240-8.4% | $82,313+9.3% | $147,584-39.0% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 23.21% | 30.85%-7.6pp | 25.88%-2.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,682 | $3,192+78.0% | $2,428+134.0% | $4,876+16.5% |
| Participant deferral / active EE | $2,076 | $4,383-52.6% | $3,706-44.0% | $5,439-61.8% |
| Admin fee / account holder | $2,435 | $8,563-71.6% | $5,608-56.6% | $10,885-77.6% |