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 | $136,429 | $99,985+36.4% | $146,665-7.0% | $85,850+58.9% |
| Participation rate | 87.1% | 73.1%+14.1pp | 80.1%+7.1pp | 69.3%+17.8pp |
| Annual return | 21.52% | 18.93%+2.6pp | 22.74%-1.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $2,672 | $2,559+4.4% | $4,136-35.4% | $2,565+4.2% |
| Participant deferral / active EE | $7,689 | $4,006+92.0% | $5,506+39.7% | $3,952+94.6% |
| Admin fee / account holder | $19,005 | $7,702+146.7% | $10,280+84.9% | $6,260+203.6% |