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 | $132,439 | $109,881+20.5% | $150,045-11.7% | $84,808+56.2% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,243 | $3,561-8.9% | $4,693-30.9% | $2,631+23.3% |
| Participant deferral / active EE | $8,248 | $6,636+24.3% | $7,997+3.1% | $4,212+95.8% |
| Admin fee / account holder | $2,611 | $8,568-69.5% | $13,435-80.6% | $7,344-64.4% |