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 | $90,018 | $77,634+16.0% | $156,549-42.5% | $62,891+43.1% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 6.86% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,310 | $3,444+25.1% | $5,501-21.7% | $2,281+88.9% |
| Participant deferral / active EE | $3,899 | $3,045+28.0% | $4,871-19.9% | $3,203+21.7% |
| Admin fee / account holder | $1,021 | $5,561-81.6% | $13,027-92.2% | $4,296-76.2% |