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 | $131,504 | $103,376+27.2% | $87,100+51.0% | $152,861-14.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 17.12% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,609 | $3,220-50.0% | $2,521-36.2% | $4,762-66.2% |
| Participant deferral / active EE | $3,783 | $4,778-20.8% | $4,049-6.6% | $5,850-35.3% |
| Admin fee / account holder | $601 | $12,205-95.1% | $7,497-92.0% | $11,596-94.8% |