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 | $127,716 | $95,266+34.1% | $82,389+55.0% | $142,382-10.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 16.48% | 25.74%-9.3pp | 28.67%-12.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,837 | $2,991-38.6% | $2,517-27.0% | $4,299-57.3% |
| Participant deferral / active EE | $2,684 | $4,809-44.2% | $4,155-35.4% | $6,507-58.8% |
| Admin fee / account holder | $2,186 | $8,563-74.5% | $7,231-69.8% | $12,624-82.7% |