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 | $138,588 | $110,257+25.7% | $96,544+43.5% | $139,434-0.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 16.51% | 26.32%-9.8pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,172 | $3,620-40.0% | $2,965-26.7% | $4,751-54.3% |
| Participant deferral / active EE | $5,196 | $5,548-6.3% | $4,851+7.1% | $6,710-22.6% |
| Admin fee / account holder | $1,860 | $11,591-83.9% | $8,252-77.5% | $11,403-83.7% |