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 | $137,407 | $83,477+64.6% | $125,175+9.8% | $72,985+88.3% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.5%+6.2pp |
| Annual return | 18.90% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,208 | $2,345-5.9% | $3,865-42.9% | $2,440-9.5% |
| Participant deferral / active EE | $5,640 | $3,585+57.3% | $4,937+14.2% | $3,607+56.3% |
| Admin fee / account holder | $2,331 | $5,517-57.7% | $9,702-76.0% | $5,124-54.5% |