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 | $86,915 | $74,888+16.1% | $71,209+22.1% | $142,382-39.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 19.36% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,721 | $2,854+65.4% | $2,721+73.5% | $4,299+9.8% |
| Participant deferral / active EE | $7,265 | $4,454+63.1% | $4,175+74.0% | $6,507+11.6% |
| Admin fee / account holder | $3,331 | $5,568-40.2% | $5,349-37.7% | $12,624-73.6% |