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 6-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 | $99,133 | $125,758-21.2% | $169,993-41.7% | $75,163+31.9% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.0%+3.8pp | 67.2%+23.6pp |
| Annual return | 19.98% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,965 | $4,615+7.6% | $6,785-26.8% | $2,670+86.0% |
| Participant deferral / active EE | $9,427 | $6,837+37.9% | $10,408-9.4% | $4,125+128.5% |
| Admin fee / account holder | $6,649 | $8,173-18.6% | $12,815-48.1% | $5,651+17.7% |