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 | $127,372 | $100,923+26.2% | $150,045-15.1% | $74,304+71.4% |
| Participation rate | 72.2% | 70.1%+2.1pp | 82.3%-10.1pp | 60.3%+11.8pp |
| Annual return | 23.29% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.1pp |
| Employer contribution / active EE | $2,480 | $3,463-28.4% | $4,693-47.1% | $2,241+10.7% |
| Participant deferral / active EE | $6,012 | $6,709-10.4% | $7,997-24.8% | $3,767+59.6% |
| Admin fee / account holder | $1,272 | $2,767-54.0% | $13,435-90.5% | $2,969-57.2% |