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 | $131,241 | $93,571+40.3% | $135,903-3.4% | $75,163+74.6% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 20.71% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $955 | $3,537-73.0% | $4,856-80.3% | $2,670-64.2% |
| Participant deferral / active EE | $12,928 | $6,404+101.9% | $7,758+66.6% | $4,125+213.4% |
| Admin fee / account holder | $7,366 | $6,975+5.6% | $10,762-31.6% | $5,651+30.3% |