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 | $133,928 | $148,978-10.1% | $200,582-33.2% | $84,808+57.9% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 18.03% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,230 | $4,815-32.9% | $6,419-49.7% | $2,631+22.8% |
| Participant deferral / active EE | $5,575 | $7,142-21.9% | $9,331-40.3% | $4,212+32.4% |
| Admin fee / account holder | $462 | $13,977-96.7% | $16,305-97.2% | $7,344-93.7% |