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 | $130,801 | $91,552+42.9% | $133,956-2.4% | $79,858+63.8% |
| Participation rate | 77.5% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | 14.44% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,358 | $2,384-43.0% | $3,919-65.4% | $2,471-45.0% |
| Participant deferral / active EE | $3,461 | $3,733-7.3% | $5,048-31.4% | $3,740-7.5% |
| Admin fee / account holder | $3,672 | $6,321-41.9% | $8,927-58.9% | $5,306-30.8% |