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 | $87,476 | $65,395+33.8% | $182,532-52.1% | $72,985+19.9% |
| Participation rate | 91.7% | 65.4%+26.2pp | 78.0%+13.7pp | 69.5%+22.2pp |
| Annual return | 20.71% | 27.68%-7.0pp | 148.54%-127.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,957 | $1,911+54.7% | $4,076-27.4% | $2,440+21.2% |
| Participant deferral / active EE | $5,275 | $3,563+48.1% | $5,524-4.5% | $3,607+46.2% |
| Admin fee / account holder | $1,157 | $4,245-72.7% | $8,592-86.5% | $5,124-77.4% |