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 | $131,420 | $197,591-33.5% | $177,821-26.1% | $158,922-17.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 17.45% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $6,450 | $6,697-3.7% | $5,918+9.0% | $4,761+35.5% |
| Participant deferral / active EE | $8,863 | $8,405+5.5% | $7,714+14.9% | $5,982+48.2% |
| Admin fee / account holder | $14,841 | $15,399-3.6% | $12,427+19.4% | $11,246+32.0% |