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 | $136,736 | $197,591-30.8% | $177,821-23.1% | $158,922-14.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 14.17% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,445 | $6,697-48.6% | $5,918-41.8% | $4,761-27.6% |
| Participant deferral / active EE | $10,485 | $8,405+24.7% | $7,714+35.9% | $5,982+75.3% |
| Admin fee / account holder | $2,363 | $15,399-84.7% | $12,427-81.0% | $11,246-79.0% |