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 | $136,173 | $109,413+24.5% | $156,263-12.9% | $84,808+60.6% |
| Participation rate | 80.3% | 72.7%+7.6pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,655 | $2,907+25.8% | $4,333-15.6% | $2,631+38.9% |
| Participant deferral / active EE | $7,525 | $4,590+64.0% | $6,158+22.2% | $4,212+78.7% |
| Admin fee / account holder | $2,406 | $9,357-74.3% | $14,255-83.1% | $7,344-67.2% |