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 | $129,070 | $76,552+68.6% | $123,892+4.2% | $62,891+105.2% |
| Participation rate | 72.8% | 73.0%-0.2pp | 81.4%-8.6pp | 69.3%+3.5pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,069 | $2,883-28.2% | $4,617-55.2% | $2,281-9.3% |
| Participant deferral / active EE | $4,821 | $4,840-0.4% | $5,984-19.4% | $3,203+50.5% |
| Admin fee / account holder | $328 | $4,826-93.2% | $8,357-96.1% | $4,296-92.4% |