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 | $135,703 | $89,753+51.2% | $107,525+26.2% | $84,808+60.0% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 14.55% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,012 | $3,113-3.3% | $3,754-19.8% | $2,631+14.5% |
| Participant deferral / active EE | $4,711 | $4,056+16.2% | $5,116-7.9% | $4,212+11.9% |
| Admin fee / account holder | $4,466 | $7,222-38.2% | $8,919-49.9% | $7,344-39.2% |