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 | $123,451 | $93,571+31.9% | $135,903-9.2% | $75,163+64.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 24.80% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,439 | $3,537-2.8% | $4,856-29.2% | $2,670+28.8% |
| Participant deferral / active EE | $6,579 | $6,404+2.7% | $7,758-15.2% | $4,125+59.5% |
| Admin fee / account holder | $4,376 | $6,975-37.3% | $10,762-59.3% | $5,651-22.6% |