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 | $135,647 | $117,381+15.6% | $99,443+36.4% | $152,861-11.3% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 14.68% | 31.87%-17.2pp | 30.72%-16.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,142 | $3,013-28.9% | $2,540-15.7% | $4,762-55.0% |
| Participant deferral / active EE | $5,064 | $4,086+23.9% | $3,619+39.9% | $5,850-13.4% |
| Admin fee / account holder | $6,830 | $7,631-10.5% | $6,250+9.3% | $11,596-41.1% |