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 | $117,204 | $59,839+95.9% | $81,983+43.0% | $79,858+46.8% |
| Participation rate | 70.5% | 61.6%+8.8pp | 69.2%+1.2pp | 69.6%+0.8pp |
| Annual return | 12.99% | 17.56%-4.6pp | 41.31%-28.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,675 | $1,713+56.1% | $2,498+7.1% | $2,471+8.3% |
| Participant deferral / active EE | $4,884 | $2,695+81.2% | $3,722+31.2% | $3,740+30.6% |
| Admin fee / account holder | $419 | $4,287-90.2% | $5,664-92.6% | $5,306-92.1% |