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 | $95,224 | $84,233+13.0% | $170,442-44.1% | $70,131+35.8% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $6,520 | $3,387+92.5% | $5,433+20.0% | $2,342+178.3% |
| Participant deferral / active EE | $3,017 | $3,086-2.2% | $4,939-38.9% | $3,332-9.5% |
| Admin fee / account holder | $3,692 | $5,698-35.2% | $13,880-73.4% | $4,645-20.5% |