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 | $134,994 | $106,749+26.5% | $145,433-7.2% | $82,448+63.7% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 15.30% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,307 | $3,444-33.0% | $4,554-49.4% | $2,551-9.6% |
| Participant deferral / active EE | $5,296 | $6,519-18.8% | $7,897-32.9% | $4,139+27.9% |
| Admin fee / account holder | $681 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |