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 | $130,485 | $83,477+56.3% | $125,175+4.2% | $72,985+78.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 20.03% | 25.78%-5.7pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,610 | $2,345+11.3% | $3,865-32.5% | $2,440+7.0% |
| Participant deferral / active EE | $6,926 | $3,585+93.2% | $4,937+40.3% | $3,607+92.0% |
| Admin fee / account holder | $609 | $5,517-89.0% | $9,702-93.7% | $5,124-88.1% |