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 | $114,553 | $71,883+59.4% | $86,677+32.2% | $68,494+67.2% |
| Participation rate | 94.2% | 72.2%+21.9pp | 76.6%+17.6pp | 67.9%+26.3pp |
| Annual return | 5.96% | 3.52%+2.4pp | 35.91%-30.0pp | -7.84%+13.8pp |
| Employer contribution / active EE | $7,521 | $2,173+246.1% | $2,836+165.2% | $2,596+189.7% |
| Participant deferral / active EE | $4,680 | $3,779+23.9% | $4,656+0.5% | $4,027+16.2% |
| Admin fee / account holder | $4,696 | $6,112-23.2% | $7,493-37.3% | $5,403-13.1% |