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 | $135,683 | $118,450+14.5% | $98,439+37.8% | $139,434-2.7% |
| Participation rate | 89.5% | 77.4%+12.0pp | 75.2%+14.3pp | 80.3%+9.2pp |
| Annual return | 22.45% | 18.94%+3.5pp | 21.16%+1.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,208 | $3,609-38.8% | $3,048-27.6% | $4,751-53.5% |
| Participant deferral / active EE | $5,373 | $5,392-0.4% | $4,738+13.4% | $6,710-19.9% |
| Admin fee / account holder | $7,728 | $14,026-44.9% | $8,948-13.6% | $11,403-32.2% |