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 | $134,388 | $117,841+14.0% | $102,423+31.2% | $145,922-7.9% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 13.77% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,415 | $3,615-5.5% | $3,023+12.9% | $4,660-26.7% |
| Participant deferral / active EE | $5,480 | $5,731-4.4% | $5,053+8.5% | $6,688-18.1% |
| Admin fee / account holder | $1,261 | $13,326-90.5% | $9,451-86.7% | $13,397-90.6% |