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 | $83,577 | $125,758-33.5% | $169,993-50.8% | $75,163+11.2% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 20.62% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,182 | $4,615-9.4% | $6,785-38.4% | $2,670+56.7% |
| Participant deferral / active EE | $4,974 | $6,837-27.3% | $10,408-52.2% | $4,125+20.6% |
| Admin fee / account holder | $2,239 | $8,173-72.6% | $12,815-82.5% | $5,651-60.4% |