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 | $157,061 | $117,983+33.1% | $101,794+54.3% | $142,382+10.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.91% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,223 | $2,773-19.8% | $2,289-2.9% | $4,299-48.3% |
| Participant deferral / active EE | $5,179 | $4,714+9.9% | $4,084+26.8% | $6,507-20.4% |
| Admin fee / account holder | $7,428 | $10,433-28.8% | $8,777-15.4% | $12,624-41.2% |