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 | $136,860 | $106,515+28.5% | $96,683+41.6% | $139,434-1.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 24.20% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,921 | $4,103-53.2% | $3,737-48.6% | $4,751-59.6% |
| Participant deferral / active EE | $3,405 | $5,454-37.6% | $4,878-30.2% | $6,710-49.3% |
| Admin fee / account holder | $6,307 | $7,877-19.9% | $6,730-6.3% | $11,403-44.7% |