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 | $124,571 | $116,167+7.2% | $64,489+93.2% | $137,256-9.2% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 12.94% | 36.55%-23.6pp | 55.03%-42.1pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,092 | $2,483-15.7% | $1,523+37.4% | $4,156-49.7% |
| Participant deferral / active EE | $4,308 | $4,215+2.2% | $2,778+55.1% | $6,407-32.8% |
| Admin fee / account holder | $19,363 | $6,188+212.9% | $4,260+354.5% | $12,270+57.8% |