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 | $196,015 | $135,952+44.2% | $123,892+58.2% | $273,961-28.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,983 | $5,170-42.3% | $4,617-35.4% | $4,869-38.7% |
| Participant deferral / active EE | $12,023 | $6,343+89.6% | $5,984+100.9% | $5,287+127.4% |
| Admin fee / account holder | $3,041 | $9,817-69.0% | $8,357-63.6% | $10,132-70.0% |