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 | $118,590 | $79,944+48.3% | $98,439+20.5% | $75,163+57.8% |
| Participation rate | 72.1% | 70.4%+1.7pp | 75.2%-3.1pp | 67.2%+4.9pp |
| Annual return | 16.30% | 19.75%-3.4pp | 21.16%-4.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,389 | $2,264-38.6% | $3,048-54.4% | $2,670-48.0% |
| Participant deferral / active EE | $3,341 | $3,752-10.9% | $4,738-29.5% | $4,125-19.0% |
| Admin fee / account holder | $1,218 | $6,840-82.2% | $8,948-86.4% | $5,651-78.4% |