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 | $138,508 | $125,758+10.1% | $169,993-18.5% | $75,163+84.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 15.72% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,426 | $4,615-4.1% | $6,785-34.8% | $2,670+65.8% |
| Participant deferral / active EE | $13,996 | $6,837+104.7% | $10,408+34.5% | $4,125+239.3% |
| Admin fee / account holder | $11,595 | $8,173+41.9% | $12,815-9.5% | $5,651+105.2% |