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 | $140,592 | $89,753+56.6% | $107,525+30.8% | $84,808+65.8% |
| Participation rate | 77.7% | 68.1%+9.6pp | 75.1%+2.6pp | 68.3%+9.3pp |
| Annual return | 14.39% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,768 | $3,113-11.1% | $3,754-26.3% | $2,631+5.2% |
| Participant deferral / active EE | $4,520 | $4,056+11.4% | $5,116-11.6% | $4,212+7.3% |
| Admin fee / account holder | $9,181 | $7,222+27.1% | $8,919+2.9% | $7,344+25.0% |