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 | $135,808 | $81,248+67.2% | $155,509-12.7% | $80,856+68.0% |
| Participation rate | 79.5% | 66.2%+13.2pp | 78.2%+1.3pp | 67.6%+11.8pp |
| Annual return | 19.63% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,760 | $3,100+21.3% | $4,672-19.5% | $2,755+36.5% |
| Participant deferral / active EE | $3,987 | $3,452+15.5% | $5,626-29.1% | $4,296-7.2% |
| Admin fee / account holder | $2,083 | $7,997-74.0% | $15,912-86.9% | $6,918-69.9% |