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 | $137,271 | $100,754+36.2% | $86,677+58.4% | $134,475+2.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 8.76% | 29.04%-20.3pp | 35.91%-27.1pp | 417.96%-409.2pp |
| Employer contribution / active EE | $1,242 | $3,489-64.4% | $2,836-56.2% | $4,740-73.8% |
| Participant deferral / active EE | $3,155 | $5,338-40.9% | $4,656-32.2% | $6,400-50.7% |
| Admin fee / account holder | $9,241 | $10,926-15.4% | $7,493+23.3% | $11,426-19.1% |