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 | $74,304 | $77,419-4.0% | $69,455+7.0% | $152,861-51.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 7.95% | 39.06%-31.1pp | 28.97%-21.0pp | 345.32%-337.4pp |
| Employer contribution / active EE | $7,965 | $3,315+140.3% | $2,779+186.6% | $4,762+67.3% |
| Participant deferral / active EE | $4,380 | $4,414-0.8% | $3,535+23.9% | $5,850-25.1% |
| Admin fee / account holder | $7,563 | $6,207+21.9% | $3,839+97.0% | $11,596-34.8% |