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 | $137,619 | $117,983+16.6% | $101,794+35.2% | $142,382-3.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,199 | $2,773-20.7% | $2,289-3.9% | $4,299-48.9% |
| Participant deferral / active EE | $6,412 | $4,714+36.0% | $4,084+57.0% | $6,507-1.5% |
| Admin fee / account holder | $1,351 | $10,433-87.1% | $8,777-84.6% | $12,624-89.3% |