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 | $131,544 | $123,793+6.3% | $177,821-26.0% | $79,858+64.7% |
| Participation rate | 94.9% | 84.7%+10.3pp | 87.7%+7.2pp | 69.6%+25.3pp |
| Annual return | 15.44% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,088 | $4,095-24.6% | $5,918-47.8% | $2,471+25.0% |
| Participant deferral / active EE | $4,674 | $5,956-21.5% | $7,714-39.4% | $3,740+25.0% |
| Admin fee / account holder | $1,642 | $7,243-77.3% | $12,427-86.8% | $5,306-69.0% |