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 | $135,041 | $93,571+44.3% | $135,903-0.6% | $75,163+79.7% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 21.70% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $6,640 | $6,404+3.7% | $7,758-14.4% | $4,125+61.0% |
| Admin fee / account holder | $7,261 | $6,975+4.1% | $10,762-32.5% | $5,651+28.5% |