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 | $137,212 | $80,968+69.5% | $96,544+42.1% | $75,163+82.6% |
| Participation rate | 87.0% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.8pp |
| Annual return | 16.74% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,284 | $2,282+0.1% | $2,965-23.0% | $2,670-14.4% |
| Participant deferral / active EE | $5,047 | $3,928+28.5% | $4,851+4.1% | $4,125+22.4% |
| Admin fee / account holder | $2,031 | $6,724-69.8% | $8,252-75.4% | $5,651-64.1% |