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 | $132,158 | $116,175+13.8% | $93,606+41.2% | $152,861-13.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 16.48% | 35.96%-19.5pp | 32.76%-16.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,684 | $3,218-16.6% | $2,718-1.3% | $4,762-43.6% |
| Participant deferral / active EE | $3,991 | $4,603-13.3% | $4,069-1.9% | $5,850-31.8% |
| Admin fee / account holder | $7,990 | $10,748-25.7% | $7,888+1.3% | $11,596-31.1% |