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 | $125,434 | $93,571+34.1% | $135,903-7.7% | $75,163+66.9% |
| Participation rate | 70.9% | 75.2%-4.2pp | 81.9%-11.0pp | 67.2%+3.7pp |
| Annual return | 18.70% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,160 | $3,537-38.9% | $4,856-55.5% | $2,670-19.1% |
| Participant deferral / active EE | $8,162 | $6,404+27.5% | $7,758+5.2% | $4,125+97.9% |
| Admin fee / account holder | $5,802 | $6,975-16.8% | $10,762-46.1% | $5,651+2.7% |