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 | $135,676 | $117,841+15.1% | $102,423+32.5% | $145,922-7.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 11.88% | 31.65%-19.8pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,771 | $3,615-51.0% | $3,023-41.4% | $4,660-62.0% |
| Participant deferral / active EE | $6,693 | $5,731+16.8% | $5,053+32.5% | $6,688+0.1% |
| Admin fee / account holder | $3,235 | $13,326-75.7% | $9,451-65.8% | $13,397-75.9% |