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 | $138,430 | $118,450+16.9% | $98,439+40.6% | $139,434-0.7% |
| Participation rate | 76.5% | 77.4%-1.0pp | 75.2%+1.3pp | 80.3%-3.8pp |
| Annual return | 13.72% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,861 | $3,609-20.7% | $3,048-6.1% | $4,751-39.8% |
| Participant deferral / active EE | $7,615 | $5,392+41.2% | $4,738+60.7% | $6,710+13.5% |
| Admin fee / account holder | $2,961 | $14,026-78.9% | $8,948-66.9% | $11,403-74.0% |