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 | $121,084 | $95,266+27.1% | $82,389+47.0% | $142,382-15.0% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.5%+6.6pp | 80.1%-3.9pp |
| Annual return | 16.04% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,741 | $2,991-8.4% | $2,517+8.9% | $4,299-36.3% |
| Participant deferral / active EE | $4,743 | $4,809-1.4% | $4,155+14.2% | $6,507-27.1% |
| Admin fee / account holder | $3,123 | $8,563-63.5% | $7,231-56.8% | $12,624-75.3% |