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 | $131,122 | $99,985+31.1% | $146,665-10.6% | $85,850+52.7% |
| Participation rate | 80.6% | 73.1%+7.5pp | 80.1%+0.5pp | 69.3%+11.2pp |
| Annual return | 16.14% | 18.93%-2.8pp | 22.74%-6.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,837 | $2,559-28.2% | $4,136-55.6% | $2,565-28.4% |
| Participant deferral / active EE | $6,676 | $4,006+66.7% | $5,506+21.3% | $3,952+68.9% |
| Admin fee / account holder | $928 | $7,702-88.0% | $10,280-91.0% | $6,260-85.2% |