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 | $138,260 | $109,413+26.4% | $156,263-11.5% | $84,808+63.0% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 14.99% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,602 | $2,907-44.9% | $4,333-63.0% | $2,631-39.1% |
| Participant deferral / active EE | $4,588 | $4,5900% | $6,158-25.5% | $4,212+8.9% |
| Admin fee / account holder | $3,178 | $9,357-66.0% | $14,255-77.7% | $7,344-56.7% |