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 | $136,115 | $117,983+15.4% | $101,794+33.7% | $142,382-4.4% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 10.65% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,637 | $2,773-41.0% | $2,289-28.5% | $4,299-61.9% |
| Participant deferral / active EE | $5,449 | $4,714+15.6% | $4,084+33.4% | $6,507-16.3% |
| Admin fee / account holder | $17,798 | $10,433+70.6% | $8,777+102.8% | $12,624+41.0% |