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 | $126,250 | $80,968+55.9% | $96,544+30.8% | $75,163+68.0% |
| Participation rate | 73.0% | 71.8%+1.2pp | 76.0%-3.0pp | 67.2%+5.8pp |
| Annual return | 17.61% | 27.06%-9.5pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,221 | $2,282-46.5% | $2,965-58.8% | $2,670-54.2% |
| Participant deferral / active EE | $5,587 | $3,928+42.2% | $4,851+15.2% | $4,125+35.4% |
| Admin fee / account holder | $6,351 | $6,724-5.6% | $8,252-23.0% | $5,651+12.4% |