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 | $137,504 | $106,515+29.1% | $96,683+42.2% | $139,434-1.4% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 17.11% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,611 | $4,103-36.4% | $3,737-30.1% | $4,751-45.0% |
| Participant deferral / active EE | $5,857 | $5,454+7.4% | $4,878+20.1% | $6,710-12.7% |
| Admin fee / account holder | $18,234 | $7,877+131.5% | $6,730+171.0% | $11,403+59.9% |