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 | $94,847 | $84,233+12.6% | $170,442-44.4% | $70,131+35.2% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 17.28% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,463 | $3,387+2.3% | $5,433-36.3% | $2,342+47.8% |
| Participant deferral / active EE | $6,802 | $3,086+120.4% | $4,939+37.7% | $3,332+104.1% |
| Admin fee / account holder | $3,979 | $5,698-30.2% | $13,880-71.3% | $4,645-14.3% |