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 | $125,882 | $93,571+34.5% | $135,903-7.4% | $75,163+67.5% |
| Participation rate | 70.8% | 75.2%-4.4pp | 81.9%-11.1pp | 67.2%+3.6pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,408 | $3,537-31.9% | $4,856-50.4% | $2,670-9.8% |
| Participant deferral / active EE | $6,536 | $6,404+2.1% | $7,758-15.7% | $4,125+58.4% |
| Admin fee / account holder | $9,017 | $6,975+29.3% | $10,762-16.2% | $5,651+59.6% |