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 | $144,928 | $117,381+23.5% | $99,443+45.7% | $152,861-5.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 27.21% | 31.87%-4.7pp | 30.72%-3.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,013 | $3,013-33.2% | $2,540-20.7% | $4,762-57.7% |
| Participant deferral / active EE | $2,944 | $4,086-28.0% | $3,619-18.7% | $5,850-49.7% |
| Admin fee / account holder | $1,126 | $7,631-85.2% | $6,250-82.0% | $11,596-90.3% |