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 | $102,478 | $78,705+30.2% | $117,854-13.0% | $70,131+46.1% |
| Participation rate | 84.4% | 73.2%+11.2pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 17.41% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,038 | $2,223-8.4% | $3,786-46.2% | $2,342-13.0% |
| Participant deferral / active EE | $5,501 | $3,297+66.8% | $4,482+22.7% | $3,332+65.1% |
| Admin fee / account holder | $4,855 | $5,065-4.1% | $8,020-39.5% | $4,645+4.5% |